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:
  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:
  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:
  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:

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:
  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:

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:
  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:
  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.