Managing your Zoom IQ for Sales teams

Teams allow admins and managers to view analytics breakdowns for various groups of Zoom IQ users. Additionally, a hierarchy of teams can be created, to mimic the manager reporting structure and facilitate better data reporting across the organization. 

This article covers

• How to manage teams with Zoom IQ for Sales
  • Create a team
  • Add, move, and remove team members
  • Edit a team
  • Delete a team

Prerequisites for managing your Zoom IQ for Sales teams

• Business or Enterprise account
• Licensed user with Zoom IQ license
• Sales Supervisor role or any custom roles with Team Management permission

How to manage teams with Zoom IQ for Sales

Create a team

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Teams.
3. In the top-right corner, click the Create Team button.
4. Provide the following information in the fields shown:
   1. Team Name: Provide a name for the team.
   2. Select Parent Team: In the drop-down menu provided, click the parent team this new team belongs to.
   3. Team Manager: Enter and select the name of the Zoom IQ user that is the manager for this team.
   4. Team Members: Enter and select the names of members you want to immediately assign to this team.
5. Click Create.

Add, move, and remove team members

When viewing a team’s details, admins can quickly and easily add, move, or remove users from that team.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Teams.
3. Find and click the name of the team you want to edit.
4. Click Add Members.
5. Enter the users you would like to add or select the name from the drop-down.
6. Click Add.
7. (Optional) Click Import to upload a CSV file of the members you wish to add.
   Note: CSVs may contain a maximum of 1000 users.
   CSV format requirements: Email Address
   Email Address: Add users to this team by providing a list of users’ email addresses. To access Zoom IQ, users must have a Zoom IQ license.
8. (Optional) To move a member to a different team, click the Move button corresponding to the user you wish to move,  enter a team name, then click Move to confirm the change.
9. (Optional) To remove a member, click the Remove button corresponding to the user you wish to remove, then click Remove to confirm the change.

Edit a team

Once teams have been created, they can also be edited as your organization grows and adapts. Admins can reassign team managers and members, as well as adjust the team name. Teams can also be deleted or merged together.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Teams.
3. Find and click the name of the team you want to edit.
4. To the right of the team name, click the pencil icon .
5. Adjust the Team Name, Parent Team, and Team Manager as needed.
6. Click Save.

Delete a team

Note: Deleting a team cannot be undone.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Teams.
3. Find and click the name of the team you want to delete.
4. Click the trash bin icon next to the team name.
5. Click Delete.