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While customers and prospects are associated in SFDC under one account, partners are working on various opps in other accounts.

When capturing calls with partners, It’s more important that the calls would be associated to the relevant account and opp discussed in the call.

Manually associating the calls is what we’re doing now, but is there a better way?

Hi ​@Guy Vago! Working on getting you an answer to this. Thank you for your patience! 


Hi again ​@Guy Vago!

You can customize the association logic to a pretty granular level — here’s a help article that walks you through how to do it: https://help.gong.io/docs/configure-crm-entity-association

I hope this helps! 


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