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. 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.

Requirements for managing Zoom Revenue Accelerator deals

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Zoom desktop app for Windows, macOS, or Linux: Global minimum version or higher

How to access the Deals details page

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
   • Deal stage
   • Deal next step
   • Deal size
   • Close date
   • Probability
   • Forecast category
   • Last activity
   • Number of conversations
   • Owner
   • Opportunity Team
   • 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 in the integrated CRM. Learn more about configuring CRM user permissions and user authorization in the Salesforce integration.
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
     • Closing this quarter
     • Closing next quarter
     • 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
     • Closed last quarter
     • Closed this quarter
     • 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
     • Closing this quarter
     • Closing next quarter
     • 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 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.
      
      • Update: Update the current customized view (if it's already saved).
      • Save as new...: Save the view as a new customized view.
      • Switch saved filters: Switch to another saved filter.
      • Clear all: Clear all filters.
   2. In the top-right corner, click the current deal's name, then choose an action:
      • Clear all: Clear all filters.
      • Switch saved filters: Switch to another saved filter.
      • 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.
      • 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
     • Closed last quarter
     • Closed this quarter
     • 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 view and update deal details

Note: Account owners and admins can allow deal owners, managers, and other users to update deal data for the sellers on their teams. Additionally, this permission is configured at the user level within the Zoom for Salesforce Lightning application, where all users must authenticate to gain access. With this feature, managers, deal owners, and other users can make changes to deal data during one-on-one coaching sessions, enabling them to better guide and assist their team members in the sales process. If the Anyone with opportunity edit rights in CRM can update setting is not selected and enabled for the account by the account admin, you will not be authorized to update deal data when on your team's behalf. This setting is only compatible with Zoom for Salesforce Lightning application version 2.17.0 or later.

View and update deal details across the Deals details page 

1. Access the Deals details page.
2. Click + Add to add new information or hover your cursor over the existing details and click the pencil icon to edit under the following columns:
   • Deal stage
   • Deal next step
   • Deal size
   • Close date
   • Probability
   • Forecast category

Edit the deal's Activity, Contact, and CRM details

1. Access the Deals details page.
2. Click the Open Deals tab.
3. To the right of the deal you want to manage, click the pencil icon .
   A panel will appear.
4. In the panel, manage the following tabs:
   • Manage the Activity tab:
     1. Click the Activity tab.
     2. View the deal activity and see details about each conversation's date, summary, duration, Engagement, and Sentiment. You can also view if the conversation was through a meeting or phone call .
     3. (Optional) Click the conversation title to be directed to the conversation recording page.
   • Manage the Contacts tab.
     1. In the panel, click the Contacts tab.
     2. Under External Contacts, view the external contact's name and details (how they were contacted).
     3. Under Deal owner, view the deal owner.
   • Manage the Update CRM info tab:
     1. Click the Update CRM Info tab.
     2. Under Required CRM fields, complete the following information:
        • Deal stage: Click the dropdown menu and select the deal stage you want.
        • Deal size: Enter the deal size.
        • Close date: Select the close date of the deal.
        • Probability: Enter the probability (as a percentage).
        • Forecast category: Click the dropdown and select the forecast category.
        • Deal next step: Enter the next step of the deal.
     3. Under Additional CRM fields, select the following information:
        Note: The Additional CRM fields section is not fixed. This will depend on your configuration in CRM fields management.
        
        • Opportunity Type: Click the dropdown menu and select the opportunity type.
        • VIP: Click the dropdown menu and select either Yes or No.
     4. Click Save.

How to import deals to Zoom Revenue Accelerator