Managing Zoom Phone Leads

Once you create a new lead in zoom.us app it is displayed in the Customer Leads page. You can then apply license to the lead.

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To manage qualified leads:

1.

From the Customer Actions drop-down list, select Zoom > Open Qualified Leads Page.

2.

From the Tenant drop-down list, choose the Service Provider tenant and then click Select.

The Customer Leads page is displayed.

3.

Select the All Customers tab to view a list of all customers.

The following table describes the customer details.

Customer Details

Lead Field	Description
Full Name	The company name.
Service Name	The name of the service.
Customer	Then name of the customer.
Size	Company Size
Status	One of the following: ■ Draft: Customer has been added by Provider Exchange, however Live Platform license has not yet been applied. ■ Waiting for Customer: Waiting for Customer to Synchronize Numbers ■ Deployed: Customer Live Platform license has been successfully applied, however numbers have not yet been uploaded. ■ Ready: Customer has been successfully deployed and numbers have been uploaded. ■ Removing: Customer is in the process of being removed.
Zoom Account Number	Zoom customer account number.
Consented On	Date when license is applied to customer lead.
Last Modified	Date of last update of the customer account.

The following table describes the table filters.

Table Filters

Filter	Description
Customer Name/Zoom Account Number	The name of the customer attached to the service or the Zoom Account Number of the customer.
Consented Date and Created Date	From the drop-down list, choose one of the following: ■ Last Week ■ Last Month ■ Last Year
Last Modified Date	From the drop-down list, choose one of the following: ■ Last Week ■ Last Month ■ Last Year
Status	Deployment statuses: ■ Waiting for Customer: Waiting for Customer to Synchronize Numbers ■ Deployed: Customer has been successfully deployed, however numbers have not yet been uploaded. ■ Ready: Customer has been successfully deployed and numbers have been uploaded. ■ Wait for Customer: Waiting for Customer approval. ■ Wait for Provider: Waiting for Provider approval.