Configuring coaching activity tracker settings

Zoom Revenue Accelerator (ZRA) account owners and admins can set the number of days after which the Needs attention team flag will be shown. ZRA admins can also set the types of activities that would trigger the Needs attention badge, and this includes the number of recordings commented, the number of recordings manually scored, the number of recordings viewed, and the number of meetings joined.

The Coaching Activity Tracker is available for admins and ZRA users who have been assigned as team managers.

Prerequisites for configuring the Zoom Revenue Accelerator coaching activity tracker

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• Account owner, admin privileges, or a custom role that has access to edit account settings

How to configure the Zoom Revenue Accelerator coaching activity tracker

Account

To enable or disable Team coaching activity tracker - Need attention 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 Coaching, click the Team coaching activity tracker - Need attention toggle to enable or disable it.
5. If a verification dialog displays, click Enable or Disable to verify the change.
6. Configure the coaching activity tracker settings:
   • Timeframe: Set the timeframe (in days or weeks) to remind team managers with coaching initiatives to take action.
   • Coaching initiatives: Select the following checkboxes:
     • Commented
     • Manually scored
     • Viewed
     • Joined
7. Click Save.