Manage Zoom Phone Leads

This section describes how to manage Zoom Phone leads.

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To manage qualified leads:

1.

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

2.

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

The following table describes the customer details.

Customer Details

Lead Field	Description
Company Name	The name of the customer company.
Size	Company Size
Deployment 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
Consented Date and Created Date	Filter customer leads according to the date of consent and creation: ■ Last Week ■ Last Month ■ Last Year
Last Modified Date	■ Filter customer leads according to the date of modification: ■ Last Week ■ Last Month ■ Last Year
Status	One of the following: ■ 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.

3.

Select a customer, right-click...and then select Upload Numbers.

4.

From the Zoom Trunk drop-down list, select a configured trunk.

5.

Click Add Number and enter either Single number or range. Enter + before country prefix.

6.

Click Export Example to export an example number range to a CSV file.