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
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
After selecting the data you want to view, click Confirm.
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.
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 top of the deal timeline chart, click the back arrow or forward arrow to move backward or forward in time on the deal timeline.
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.
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.
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.
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.
(Optional) Save the customized view for future use in the following ways:
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.
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.
(Optional) Click the Set as default filters toggle to enable or disable it.
Click Save.
Delete: Delete the current customized view. If a confirmation window appears, click Delete. Note: This action cannot be undone.
Click Apply. The advanced filters will be applied to the Open Deals tab.
Configure Advanced Filters in the Closed Deals tab
At the top of the page, click Advanced Filters. A panel will appear.
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.
(Optional) Save the customized view for future use in the following ways:
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.
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.
(Optional) Click Set as default filters.
Delete: Delete the current customized view. If a confirmation window appears, click Delete. Note: This action cannot be undone.
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
To the right of the deal you want to manage, click the pencil icon . A panel will appear.
In the panel, manage the following tabs:
Manage the Activity tab:
Click the Activity tab.
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 .
Under External Contacts, view the external contact's name and details (how they were contacted).
Under Deal owner, view the deal owner.
Manage the Update CRM info tab:
Click the Update CRM Info tab.
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.
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.