Prioritize and action your to-dos

By default, To-dos shows all to-dos that are overdue and due today, sorted by recent engagement. This means they're sorted according to who viewed an email or clicked on a link in an email most recently.

Sorting

To help you prioritize, you can sort your to-do list by recent digital interactions, due date, digital interaction count, local time, or flow step number. The local time corresponds with a field in your CRM, and will only appear for contacts and leads that have a time zone recorded in your CRM.

The engagement count for each contact is shown with a blue lightning bolt next to the contact name, showing you how many digital interactions that person had.

This way, you can focus on tasks related to people that are showing signs of interest.

Filtering

Maybe you want to handle a bunch of calls that are due today, send out a bunch of LinkedIn messages in a row, or catch up on emails for the next hour. You can move between the different tabs at the top left of To-dos to show all tasks, or tasks of a specific type. At the top right, you can filter to show only to-dos that are overdue and due today.

You can also filter by relevant CRM data, like account tier or account owner, to prioritize your tasks efficiently. To do this, click Add filter and select the CRM field you want to filter by. Note that account to-dos can be filtered by account and lead fields, whereas pipeline to-dos can be filtered by account and opportunity fields. Only imported CRM fields are available for selection.

To see the to-dos for a specific flow or flows, click Add filter and select Flow name. You'll see your active flows first to make it easier to find them. From here, select the flows you want to see to-dos for.

If you leave this page, your filter selection will be saved for you when you come back to it.

Use prospect local time

You can sort and filter your to-dos according to a contact or lead's local time to maximize productivity and conversion rates. Under + Add filter , select Prospect local time and choose morning hours, business hours, or set a specific time range. This filter only applies to to-dos that are linked to a contact or lead and have a local time available. If you don't see the local time filter or sorting option, ask your admin to configure your company's time zone settings in Engage.

Click the lightning bolt at the top right to open the Activity feed. The Activity feed helps you gauge signs of intent before you reach out to someone and prioritize which accounts you should focus on based on who’s showing interest. This feed is a subset of the activity shown in the activity timeline elsewhere in Gong.

You’ll see events for any leads, contacts from accounts you’re associated with, and deals you own in your CRM. If you change the To-do assignee filter on the To-dos page, you still see only your events in the activity feed. The events are shown as they occur in real-time.

Gong automatically shows you any time someone viewed an email, viewed a shared call, or clicked on a link in an email sent from the Gong email composer. In addition, there are tons of 3rd parties you can ask your admin to connect to. Connecting with these 3rd parties gives you more insight into contact and lead activity, which can be anything from taking a survey to viewing a contract.

To see an individual prospect or customer's interactions, hover over the blue lightning bolt next to their name.

Now that you know which tasks are most critical for today, let's start checking items off your list. Depending on your role, executing the tasks on your list might involve sending emails, making calls, sending LinkedIn messages and connection requests, and more.

Update CRM information

To update CRM information while you're on a call or writing an email, open up a to-do and go to the CRM tab. From here, you can efficiently update account and deal fields while handling your task.

Send an email

Any to-do that prompts you to write an email with a button will open the email composer.

To make writing emails even quicker, take advantage of templates, inspiration from your teammates, the AI rephraser, and other tools that are available to you from directly within the email composer.

You'll notice that auto-send emails, which are used in flows, won’t appear on your list of to-dos unless there are values missing for variables or the contact has no email address, in which case the step will become a regular email step in your list of to-dos.

If you send an email from your email client instead of sending it through the Gong email composer, the to-do is not marked as complete automatically.

Make a call

Any to-do that prompts you to make a call with a button will open the Gong dialer, so you can call people directly from Gong. These calls can be recorded, giving you the same analytics and insights as all recorded calls in Gong.

To use the dialer, your admin must enable it for you, and must set business numbers that are available either to you specifically (assigned numbers) or to your entire team.

You can use templates for call scripts to make things easy when it comes time to dial someone.

Send LinkedIn connection requests and messages

To send LinkedIn connection requests and messages from Gong, your admin must integrate LinkedIn Sales Navigator and Gong, and you must have a LinkedIn Sales Navigator Advanced or Advanced Plus license.

While writing your message, use the tabs on the right side to get context about the person or account you're engaging with.

You need to add a message to send the connection request. If the message box is blank, the connection request won't be sent.

When opening a LinkedIn to-do, you may notice that the wrong LinkedIn profile has been marked as a match in Gong, either by you or someone else on your team. If so, that person will continue to appear as a match until marked as "Not the right person". To do this, click on the user icon at the top right of the LinkedIn window and click Not the right person.

Now that the profile is unmatched, close the to-do and reopen it. Then you can select a new profile to match to the contact.

For troubleshooting LinkedIn connection requests and messages, we suggest reaching out to LinkedIn Sales Navigator support.

To see what a team member has on their plate, select their name under the To-do assignee filter and get a view-only version of their to-do list.

Dismiss or skip a to-do

To dismiss a Gong-recommended to-do or a one-off to-do, click on the right and click Dismiss.

Gong-recommended to-dos and one-off to-dos can be reopened for 7 days after they’ve been dismissed. If they’re not reopened in 7 days, they’ll be permanently deleted.

To skip a flow to-do, click on the right and click Skip step. This causes the contact or lead to skip this step in the flow.

Complete a to-do

When you’re ready, click the check mark on the left side of a to-do to complete it. Gong-recommended to-dos can be reopened for 90 days after they’ve been completed. If they’re not reopened in 90 days, they’ll be permanently deleted.

You can also complete an Gong-recommended to-do or flow to-do while actioning it. Once you've opened a to-do window, clicking Complete on the bottom left.

Where can I find to-dos I've completed or dismissed?

You can only see Gong-recommended to-dos and one-off to-dos that you've completed or dismissed.

Go to Engage and in Pipeline, select a deal to view a deal page. In the Things to do section, click Show: Open to filter open, completed, or dismissed to-dos.

Reopen a to-do

You can only reopen Gong-recommended to-dos and one-off to-dos that you've completed or dismissed.

From any deal page, filter to-dos to show the ones you’ve completed or dismissed. Then, next to the to-do you want to reopen, click the arrow .