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, organized them by stage, and track them through each stage of the sales process.
This article covers
Prerequisites for accessing Zoom Revenue Accelerator deals
- Pro, Business, Enterprise, or Zoom Phone standalone account
- Licensed user with Zoom Revenue Accelerator license
How to access Deals details
- Sign in to the Zoom web portal.
- In the navigation menu, click Revenue Accelerator then Deals.
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On the My Deals or All Deals tab, you can filter by and access the following deal details:
- Customer & Deal
- Opportunity Team
- Deal Stage
- Deal Size
- Last Activity Time
- Number of Conversations
- Close Date
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Click a customer name from the list to get additional information such as:
- (Optional) Click Import to add additional details not automatically captured by Zoom Revenue Accelerator.
How to import deals to Zoom Revenue Accelerator
To import a meeting, Zoom phone call, or email to a deal:
- On the My Deals or All Deals tab, click a customer name.
- Click Import.
- Provide the details depending on what activity you wish to import
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Meetings: Add meeting topic or host name
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Zoom Phone: Add caller or callee
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Emails: Add mail topic
Note: Zoom Revenue Accelerator email integration must be set up
- Click Import.