Configuring deal risk signals

Account owners and admins can configure deal risk signal settings that will trigger warnings when specific activity criteria are met for open deals. These warnings can be set for deals with associated conversations or emails, as well as for deals with a deal size equal to or greater than the amount they have specified (in USD). Account owners and admins can configure role permission to manage who can view and edit the settings.

Additionally, users can subscribe to the deal risk signals that account owners and admins have enabled and configured.

This article covers:

• How to enable or disable Deal Risk Signals
• How to manage default risk signal criteria

Prerequisites for configuring Zoom Revenue Accelerator deal risk signals

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner or admin privileges

How to enable or disable Deal Risk Signals

Account

To enable or disable Deal Risk Signals for all users in the account:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Revenue Accelerator tab.
4. Under Deal, click the Deal Risk Signals toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. Under Only apply signals to, select the deals to which you want to apply the risk signals:
   • Deals with associated conversations or emails
   • Deals with a deal size greater than or equal to USD: Set the deal amount in USD.
7. Click Save.
8. (Optional) Click Manage Default Risk Signal Criteria to configure default risk signal criteria to open deals within your account.
   You will be directed to the Manage Default Risk Signal Criteria page.

How to manage default risk signal criteria

1. Enable Deal Risk Signals.
2. After clicking Manage Default Risk Signal Criteria under the Deal Risk Signals setting, configure the risk signal criteria:
   1. To the right of No Recent Activities, click the toggle to enable or disable it.
      Enable the toggle when a deal has no activity for a specified time period.
   2. Click the Deal stage dropdown menu to apply a filter.
      1. To the right of No activity for, enter the number of days of inactivity.
      2. (Optional) Click Add Rule to add another rule.
      3. (Optional) Click the trash icon to remove a rule.
   3. To the right of Stalled In Stage, click the toggle to enable or disable it.
      Enable this toggle when a deal has no deal stage change for a specified time period.
      1. Click the Deal stage dropdown menu to apply a filter.
      2. To the right of Stalled for, enter the number of days that the deal had no change.
      3. (Optional) Click Add Rule to add another rule.
      4. (Optional) Click the trash icon to remove a rule.
   4. To the right of Lapsed Close Date, click the toggle to enable or disable it.
      Enable this toggle when a deal close date is in the past.
   5. To the right of Need More Contacts, click the toggle to enable or disable it.
      Enable this toggle when not enough external contacts are tied to the deal.
      1. Click the Deal stage dropdown menu to apply a filter.
      2. Click the External contacts dropdown menu to select if the external contacts are tied to the deal in the CRM or attended meetings or phone calls.
      3. Click the Less than dropdown menu to select the number of contacts.
      4. (Optional) Click Add Rule to add another rule, and select Or or And.
      5. (Optional) Click the trash icon to remove a rule.
   6. To the right of No Decision Maker, click the toggle to enable or disable it.
      Enable this toggle when a deal has no active prospects with the specified title.
      1. Click the Deal stage dropdown menu to apply a filter.
      2. Click the Prospect Title dropdown menu to apply a filter.
   7. To the right of Topic or Indicator Not Mentioned, click the toggle to enable or disable it.
      Enable this toggle when predefined topics or indicators are not addressed during specified stages of a deal.
      1. In the Keyword Phrases, Topics or Indicators field, search for and enter keyword phrases, topics, or indicators.
         Note: The risk signal will not be triggered if any of the entered keyword phrases, topics, or indicators are mentioned in the specified deal stages.
      2. Click the Not mentioned dropdown menu to select that a deal is not mentioned In the specified deals stages or When the deal is closing in.
         • When the When the deal is closing in option is selected, enter a number in the field below the dropdown menu.
         • When the In the specified deals stages option is selected, click the Select Stages dropdown menu to apply filters.
   8. Click Save.