Managing your Zoom Revenue Accelerator teams

Teams allow admins and managers to view analytics breakdowns for various groups of Zoom Revenue Accelerator users. Additionally, a hierarchy of teams can be created, to mimic the manager reporting structure and facilitate better data reporting across the organization.

Requirements for managing your Zoom Revenue Accelerator teams

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator for Sales license
• Sales Supervisor role or any custom roles with Team Management permission

How to access view the Teams tab

Access the Teams tab

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Revenue Accelerator then Teams.

View the Teams tab

Users can track which teams have additional team visibility enabled in the Teams tab in the Zoom web portal. On the Teams page, view the following information in each column:

• Team Name: Displays the name of the team.
• Direct Reports: Displays the number of team members.
• Team Manager: Displays the first and last name of the team manager.
• Additional team access: Contains a visual indicator, showing when this feature is enabled for a particular team. This feature allows users to view and track which teams have cross-collaboration with other teams enabled. 

How to create a team

Create a team

1. Access the Teams tab in the Zoom web portal.
2. In the top-right corner, click the Create Team button.
3. Provide the following information in the fields shown:
   • Team Name: Provide a name for the team.
   • Parent Team: Click + Add. In the pop-up window, search for and select the parent team this new team belongs to.
   • Team Manager: Click + Add. Enter and select the name of the Zoom Revenue Accelerator user who is the manager of this team.
   • Team Members: Click + Add. Enter and select the names of members you want to immediately assign to this team.
4. Click Create.

Add a child team

1. Access the Teams tab in the Zoom web portal.
2. To the right of a team you want to manage, click the ellipsis , then click Add Child Team.
3. Provide the following information in the fields shown:
   • Team Name: Provide a name for the team.
   • Parent Team: Click Edit. In the pop-up window, search for and select the parent team this new team belongs to, then click Save.
   • Team Manager: Click + Add. Enter and select the name of the Zoom Revenue Accelerator user who is the manager of this team, then click Add.
   • Team Members: Click + Add. Enter and select the names of members you want to immediately assign to this team, then click Add.
4. Click Create.
   The child team will be listed under the parent team.

How to manage teams

Edit a team

Once teams have been created, they can also be edited as your organization grows and adapts. Admins can reassign team managers and members, as well as adjust the team name. Teams can also be deleted or merged.

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. To the right of the team name, click the ellipsis , then click Edit.
   A pop-up window will appear.
   1. In the window, edit the Team Name.
   2. (Optional) Select or deselect the Sync data from CRM for this team checkbox to enable or disable synchronization from the CRM on a per-team basis allowing you to decide where and how a Team should be managed.
   3. Click Save.
4. Under Team Profile, to the right of Parent Team, click the pencil icon to adjust the parent team, then click Save.
5. Under Team Profile, to the right of Team Managers, click the pencil icon to add team managers, then click Add.

Move a team

1. Access the Teams tab in the Zoom web portal.
2. To the right of the team name, click the ellipsis , then click Move Team.
   A pop-up window will appear.
3. In the window, select from the following options:
   • Move to other team: Move this team to a new team.
   • Set as a new root team: Set this team as the new root team.
4. Click Save.

Delete a team

Note: Deleting a team cannot be undone.

Delete from the Teams page

1. Access the Teams tab in the Zoom web portal.
2. To the right of the team name, click the ellipsis , then click Delete.
   A pop-up window will appear.
3. In the window, choose one of the below options before deleting the team:
   • Reassign child teams and members to a new team: You must reassign this team's child teams and members to a new team before deleting it.
   • Delete child teams and members: The team's child teams and members will be completely deleted.
4. (Optional) Select or deselect the Continue to sync this team from CRM checkbox to enable or disable synchronization from the CRM on a per-team basis allowing you to decide where and how a Team should be managed.
5. Click Delete.

Delete from the team's profile page

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to delete.
3. To the right of the team name, click the ellipsis , then click Delete.
   A pop-up window will appear.
4. In the window, choose one of the below options before deleting the team:
   • Reassign child teams and members to a new team: You must reassign this team's child teams and members to a new team before deleting it.
   • Delete child teams and members: The team's child teams and members will be completely deleted.
5. (Optional) Select or deselect the Continue to sync this team from CRM checkbox to enable or disable synchronization from the CRM on a per-team basis allowing you to decide where and how a Team should be managed.
6. Click Delete.

How to manage team members

Add and remove team members

When viewing a team’s details, admins can quickly and easily add, move, or remove users from that team.

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. Under People Management, click the Direct Reports tab.
4. Click Add Members.
   A pop-up window will appear.
5. In the window, search for the user's name or email address you want to add.
6. To the left of the user's name, select the checkbox.
7. Click Add.
   Note: If a member belongs to another team and you add them to a new team, they will be removed from the current team when added to this team.
8. (Optional) Click Import to upload a CSV file of the members you wish to add.
   Notes:
   • CSVs may contain a maximum of 1000 users.
   • The CSV format requirement is an Email Address field. Email Address: Add users to this team by providing a list of users’ email addresses. To access Zoom Revenue Accelerator, users must have a Zoom Revenue Accelerator license.
9. (Optional) Select or deselect the Sync data from CRM for this team to enable or disable synchronization from the CRM on a per-team basis allowing you to decide where and how a Team should be managed.

Move team members

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. Under People Management, click the Direct Reports tab.
4. Select a team member's checkbox.
5. At the top of the Direct Reports tab, click Move.
   A pop-up window will appear.
6. In the window, search for and select a team name.
7. Click Save to confirm the change.

Remove team members

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. Under People Management, click the Direct Reports tab.
4. Select team members' checkboxes.
5. At the top of the Direct Reports tab, click Remove.
   A confirmation window will appear.
6. In the window, click Remove.
   The selected members will be removed from this team. Members can be added again later.

View child teams

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. Under People Management, click the Child Teams tab.
   All the child teams will be listed. You can access the child teams, view the number of direct reports, and the child teams' managers.
4. To the right of a child team you want to manage, click the ellipsis , then do the following actions:
   • Add Child Team
   • Move Team
   • Delete

How to manage team settings

In a team's Setting tab, you can allow additional team access. This enables cross-team collaboration to allow team members access to specific teams' conversations, enabling them to view and add comments, create moments, and access conversation metrics.

Allow other teams to access conversations

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. Under People Management, click the Setting tab.
4. Under Access conversations from, click Add teams.
   A pop-up window will appear.
5. In the window, select teams that you want to access conversations from.
6. Click Add.

Make conversations of team members accessible to other teams

1. Access the Teams tab in the Zoom web portal.
2. Find and click the name of the team you want to edit.
3. Under People Management, click the Setting tab.
4. Under Conversations of team members accessible to, click Add teams.
   A pop-up window will appear.
5. In the window, select teams that you want to allow access to conversations.
6. Click Add.