Managing Zoom Revenue Accelerator Deals details


The Zoom Revenue Accelerator Deals page provides a view of your sales pipeline, enabling you to track deals in one place, identify and prioritize deals, organize them by stage, and track them through each stage of the sales process. It shows visual summaries of engagement activity, distinguishing between calls/meetings and rep/prospect-initiated emails, along with deal risk signals and warnings. Users can compare multiple deals on the same timescale, drill down into activity timelines, and leverage sorting and filtering options based on various criteria such as activity count, close date, deal size, stage, and more. Zoom Revenue Accelerator associates the next scheduled conversation with the appropriate Deal and surfaces this field as an available filter.

Zoom Revenue Accelerator uses an enhanced full-name and first-name matching approach for conversation-to-deal matching. Scores are given based on factors like meeting start time and whether the opportunity name is in the meeting name. The deal with the highest score is matched, taking into account deals owned by meeting attendees or hosts.

This article covers

Prerequisites for managing Zoom Revenue Accelerator deals

How to access the Deals details page

  1. Sign in to the Zoom desktop app.
  2. Click the Revenue Accelerator tab.
  3. In the navigation menu, click Deals.
    The Deals details page will appear.

Web

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Revenue Accelerator then Deals.
    The Deals details page will appear.

How to view the Deals details page

  1. Access the Deals details page.
  2. Click the Open Deals or Closed Deals tab.
  3. Filter the page.
  4. In the top-right corner of the deal timeline chart, click the gear icon and select the data that you want to view:
    • Activity Distribution (Days, Weeks, Months)
    • Next Conversation
    • Contacts
    • Risk Signals
    • Deal Stage
    • Deal next step
    • Deal Size
    • Close Date
    • Probability
    • Forecast category
    • Last activity
    • Number of Conversations
    • Owner
    • Opportunity Team
    • Opportunity Type (opportunity)
    • Actions
  5. After selecting the data you want to view, click Confirm.
  6. On the deal timeline chart, hover your mouse over the bar data to drill down information for the engagement summary, date/time, Outbound activities, and Inbound activities. You can also click View the last email to view more information in the email history pop-up window.
  7. At the top of the deal timeline chart, click Days, Weeks, or Months to specify the amount of time for the deal timeline.
  8. At the top of the deal timeline chart, click the back arrow or forward arrow to move backward or forward in time on the deal timeline.
  9. On the analytics chart, under Customer and Deal, click a customer name from the list to drill down specific information:
    • Click the Activities tab.
      • View the deal timeline.
        Note: When viewing the deal timeline under Activities, the sentiment and engagement scores displayed on the tooltips are the average number within a week (rounded up if there are decimals). This overlay gives users a high-level understanding of how the deal is progressing. This includes the number of meetings and calls, a link to view the last meeting, a conversation summary that shows Average Sentiment and Average Engagement, and a View in History link.
        • At the top of the deal timeline chart, click Days, Weeks, or Months to specify the amount of time for the deal timeline.
        • At the bottom of the deal timeline chart, select the following filters to view the specific engagement summary:
          • Total
          • Meeting
          • Call
          • Email
          • SMS
        • On the deal timeline, hover your mouse over the bar data to drill down information for the engagement summary, date/time, Outbound activities, and Inbound activities. You can also click View in History to view more information in the history pop-up window.
      • View the Next Conversation.
      • View the Activity History information:
        • Meeting date
        • Link to conversation
        • Conversation participants both internal and external
        • Summary (if available)
        • Engagement and Sentiment scores
        • Stage during conversation
    • Click the Risk Signals tab. Learn more about using deal risk signals.
      • Subscribe to deal-specific risk signals such as lack of engagement activity or missing keywords at deal close. These risk indicators will be displayed on the Open Deals and Closed Deals tabs and the Deals detail page.
      • Manage risk signal criteria to configure default risk signal criteria to open deals within your account.
      • Under a risk signal, click Dismiss. If a confirmation window appears, click Dismiss to confirm.
        Note: Dismissing this risk signal will remove it from the current deal for everyone.
      • If integrated CRM, under a risk signal, click View in CRM.
      • Under a risk signal, click Show Activities to view the risk signal's activity.
    • View the CRM Info panel.
      • CRM Info
        • Customer
        • Deal Stage
        • Owner
        • Deal Size
        • Close Date
        • Deal next step
        • Probability
        • Forecast category.
        • Link to access data in integrated CRM
      • Follow Up section to Compose with AI Companion.
        Note: This feature must be enabled by Zoom.
      • Contacts section to view the contact list.
  10. (Optional) Click Import to add additional details not automatically captured by Zoom Revenue Accelerator.

How to filter the Open Deals or Closed Deals tabs

Filter the Open Deals tab

  1. Access the Deals details page.
  2. Click the Open Deals tab.
  3. Click the following dropdown menus to select your filter:
    • Scope: Select from the following options:
      • My deals: View and track your deals.
      • My team's deals: View and track your team's deals.
      • All deals: View and track all deals.
      • Select team: Select the teams whose deals you want to view and track. You can choose All Teams, My Teams, or specific multiple teams. You can also select teams individually.
    • Close Date: Select from the following options:
      • Closing this month
      • Closing next month
      • All open deals
      • Custom close date: From the calendar, select a time range for the custom close date
    • Deal Stage: From the dropdown, select All Stages or select a specific stage, then click Apply.
    • (Optional) Select the Deals with activities checkbox to automatically filter deals with activities.
  4. Use Advanced Filters for your own customized view.
  5. At the top of the chart, select the following filters to view the specific engagement summary:
    • Total
    • Meeting
    • Call
    • Email
    • SMS

Your selected filters will be applied on the Open Deals tab.

Filter the Closed Deals tab

  1. Access the Deals details page.
  2. Click the Closed Deals tab.
  3. Click the following dropdown menus to select your filter:
    • Scope: Select from the following options:
      • My deals: View and track your deals.
      • My team's deals: View and track your team's deals.
      • All deals: View and track all deals.
      • Select team: Select the teams whose deals you want to view and track. You can choose All Teams, My Teams, or specific multiple teams. You can also select teams individually.
    • Closed Date: Select from the following options:
      • Closed this month
      • Closed next month
      • All closed deals
      • Custom closed date: From the calendar, select a time range for the custom closed date.
    • (Optional) Select the Closed Won checkbox to automatically filter those deals.
    • (Optional) Select the Closed Lost checkbox to automatically filter those deals.
  4. Use Advanced Filters for your own customized view.
  5. At the top of the chart, select the following filters to view the specific engagement summary:
    • Total
    • Meeting
    • Call
    • Email
    • SMS

Your selected filters will be applied on the Closed Deals tab.

How to customize Advanced Filters

The Advanced Filters allow users to specify scope, close date, deal stage, CRM components, and activities and save this customized view for future use.

Configure Advanced Filters in the Open Deals tab

  1. Access the Deals details page.
  2. Click the Open Deals tab.
  3. At the top of the page, click Advanced Filters.
  4. Define the following:
    • Scope: Select from the following options:
      • My deals: View and track your deals.
      • My team's deals: View and track your team's deals.
      • All deals: View and track all deals.
      • Select team: Select the teams whose deals you want to view and track. You can choose All Teams, My Teams, or specific multiple teams. You can also select teams individually.
    • Close Date: Select from the following options:
      • Closing this month
      • Closing next month
      • All open deals
      • Custom close date: From the calendar, select a time range for the custom close date.
    • Deal Stage: From the dropdown, select All Stages or select a specific stage, then click Apply.
    • CRM
      • Deal owner: Search by name or email.
      • Opportunity team member: Search by name or email.
      • Customer: Search by customer.
      • Deals: Search by deal.
      • Deal Size: Configure the deal size filter. By default, deals without a specified deal size will be included in the search. Once you configure the deal size filter, only deals with an assigned deal size will be considered in the search results.
      • Additional CRM Fields: Click Add Filters to add filters for Opportunity, Account, and Contact; then, click Save.
    • Activity
      • Select or deselect the checkboxes:
        • Deals with activities
        • Deals with risk signals
        • Deals with the next conversation: From the dropdown menu, select Scheduled or Not yet scheduled.
  5. (Optional) Save the customized view for future use in the following ways:
    1. In the top-right corner of the panel, click Save filters, then choose an action:
      Note: This will appear when a change is made to the current customized view.
      1. Update: Update the current customized view (if it's already saved).
      2. Save as new...: Save the view as a new customized view.
      3. Switch saved filters: Switch to another saved filter.
      4. Clear all: Clear all filters.
    2. In the top-right corner, click the current deal's name, then choose an action:
      1. Clear all: Clear all filters.
      2. Switch saved filters: Switch to another saved filter.
      3. Edit: Edit the name of the customized view.
        1. (Optional) Click the Set as default filters toggle to enable or disable it.
        2. Click Save.
      4. Delete: Delete the current customized view. If a confirmation window appears, click Delete.
        Note: This action cannot be undone.
  6. Click Apply.
    The advanced filters will be applied to the Open Deals tab.

Configure Advanced Filters in the Closed Deals tab

  1. Access the Deals details page.
  2. Click the Closed Deals tab.
  3. At the top of the page, click Advanced Filters.
    A panel will appear.
  4. In the panel, define the following:
    • Scope: Select from the following options:
      • My deals: View and track your deals.
      • My team's deals: View and track your team's deals.
      • All deals: View and track all deals.
      • Select team: Select the teams whose deals you want to view and track. You can choose All Teams, My Teams, or specific multiple teams. You can also select teams individually.
    • Close Date: Select from the following options:
      • Closed this month
      • Closed next month
      • All closed deals
      • Custom closed date: From the calendar, select a time range for the custom close date.
    • (Optional) Select the Closed Won checkbox.
    • (Optional) Select the Closed Lost checkbox.
    • Complete the CRM section:
      • Deal owner: Search by name or email.
      • Opportunity team member: Search by name or email.
      • Customer: Search by customer.
      • Deals: Search by deal.
      • Deal Size: Configure the deal size filter. By default, deals without a specified deal size will be included in the search. Once you configure the deal size filter, only deals with an assigned deal size will be considered in the search results.
      • Additional CRM Fields: Click Add Filters to add filters for Opportunity, Account, and Contact; then, click Save.
    • In the Activity section, select or deselect the Deals with activities checkbox.
  5. (Optional) Save the customized view for future use in the following ways:
    1. In the top-right corner of the panel, click Save filters, then choose an action:
      Note: This will appear when a change is made to the current customized view.
      1. Update: Update the current customized view (if it's already saved).
      2. Save as new...: Save the view as a new customized view.
      3. Switch saved filters: Switch to another saved filter.
      4. Clear all: Clear all filters.
    2. In the top-right corner, click the current deal's name, then choose an action:
      1. Clear all: Clear all filters.
      2. Switch saved filters: Switch to another saved filter.
      3. Edit: Edit the name of the customized view.
      4. (Optional) Click Set as default filters.
      5. Delete: Delete the current customized view. If a confirmation window appears, click Delete.
        Note: This action cannot be undone.
  6. Click Apply.
    The advanced filters will be applied to the Closed Deals tab.

How to import deals to Zoom Revenue Accelerator

Web

To import a meeting, Zoom phone call, or email to a deal:

  1. Access the Deals details page in the Zoom web portal.
  2. Click the Open Deals or Closed Deals tab.
  3. Click a customer name.
  4. Click Import.
  5. Provide the details depending on what activity you want to import:
    • Meetings: Add meeting topic or host name.
    • Zoom Phone: Add caller or callee.
    • Emails: Add mail topic.
      Note: Zoom Revenue Accelerator email integration must be set up.
    • SMS: Add deal-related SMS.
      Note: The Zoom Phone integration must be set up with Zoom Revenue Accelerator.
  6. Click Import.