Opening Letter Compass
Click Letter Compass in the sidebar to open your deal list. You’ll see all deals in one place.
The Deals List
The main Compass view includes:
All Deals – List of your deals
Create Deal – Manually add a deal
Import Deals – Import deals from Salesforce (if Salesforce is connected)
Search – Search deals by name or other fields
Filters – Filter by stage, amount, and other criteria
Pipeline – Deals grouped by stage (e.g. Discovery, Proposal, Negotiation)
Recommended Actions – Suggested next steps (emails, calls) across deals
Opening a Deal
Click a deal to open its detail page. You’ll see:
Deal header – Name, amount, stage, close date, account, products, win probability
Edit – Change deal details (for manually created deals)
Delete – Remove a deal (for imported deals)
Deal Tabs
Each deal has four tabs:
Overview
AI-generated insights from your meetings:
Customer overview – Summary of the customer and engagement
Action center – Recommended next steps (emails, calls, prep)
Deal sentiment – Sentiment and engagement from calls
Common topics – Themes discussed in meetings
Insights are generated from meetings linked to the deal. If there are no meetings, upload one to start generating insights.
External Research
AI-generated research about the account:
Company background
Financial highlights
Market analysis
Recent developments
Key findings
Use Regenerate to refresh the research.
Shared Assets
Content shared with the deal:
Views over time – How often shared content is viewed
Active users – Who has viewed it
Most viewed content – Top shared assets
Meetings
Meetings linked to the deal:
Meeting list – All meetings for the deal
Add meeting – Upload a recording or import from Zoom
Meeting details – Transcript, playback, and scorecard results
Meeting evaluations – Scorecard scores and feedback
Adding Meetings to a Deal
Open the deal and go to the Meetings tab.
Click Add meeting.
Either:
Upload – Upload a video or audio file, or
Import from Zoom – Connect Zoom and import recordings.
With Gong connected, meetings are imported automatically when they match the deal’s Salesforce opportunity.
Recommended Actions
On the main Compass view, Recommended Actions shows suggested next steps across deals, such as:
Send an email
Schedule a call
Prepare for a call
Use the table to review, filter, and mark actions as done.
Pipeline View
The Pipeline groups deals by stage. Each column shows:
Deals in that stage
Total value
Next scheduled action per deal
Click a deal to open its detail page.
Tips
Search and filter – Use the filters panel to focus on specific stages, amounts, or other criteria.
Regenerate insights – Use Regenerate on the Overview tab to refresh AI insights.
Shared assets – Share content from your library to a deal to track engagement.
Copilot – On a deal page, the Copilot can suggest questions and actions based on the deal context.
For more on specific capabilities, see Features.