Configuring Zoom IQ for Sales for admins

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Zoom IQ for Sales allows you to extend the power of Zoom Meetings and Zoom Phone with rich insights that help your sales and marketing teams.

You can integrate Zoom IQ with your CRM to automate the way you work and get digestible, aggregated insights to give context on your sales funnel, highlight deals that need attention, and identify pipeline trends.

Zoom IQ allows you to control the meeting recordings and recorded Zoom Phone calls to analyze.

You can configure competitor analytics to understand how you perform against the competition and feature analytics to capture valuable feedback on your product's feature set.

Zoom IQ admins can review their team’s overall performance in meetings and identify coaching opportunities to help the team members be more successful.

Using Zoom IQ for meeting analytics, Zoom IQ users can review the outcomes of their meetings and deal progress, as well as compare them with their colleagues to get insights on which area they may improve to be more successful.

This article contains:

Prerequisites for configuring Zoom IQ for Sales

Limitations for Zoom IQ for Sales 

  • Zoom IQ only supports analytics for meetings in English.
  • Zoom IQ will only analyze meetings that last longer than 5 minutes and contain external participants. This is determined by the participants' email domain. This can be enabled as needed for other meetings, as a separate cloud recording option.
  • Zoom IQ can only analyze new meetings, as recording consent must be provided by external participants. The Zoom IQ recording consent disclaimer can be customized just as the standard recording consent disclaimer.

How to assign a Zoom IQ license as an admin

After purchasing Zoom IQ, your account will be provided with the requested Zoom IQ licenses. These licenses must be assigned to every user that needs access to Zoom IQ, including admins, end-users, and managers overseeing end-users.

Zoom IQ licenses are assigned just as other add-ons, such as Webinar, Zoom Phone, Zoom Events, and Large Meeting.

  1. Sign in to the Zoom web portal.
  2. Click User Management, then Users.
  3. Locate or search for the user who you want to assign a license to.
  4. Click Edit at the end of the user row.
    This will open a window.
  5. Choose the License Type.
  6. After ensuring the user is Licensed, assign the Zoom IQ add-ons by checking the box next to Zoom IQ.
  7. Click Save.
    The license is now applied to the user and they can use it immediately.

After licenses are assigned, admins will need to configure Zoom IQ roles, to control the access and permissions of Zoom IQ users. Zoom IQ roles are created and assigned similarly to the standard Zoom roles. For more information about Zoom IQ roles, their permissions and scopes, and how to assign them, please refer to the Zoom IQ role management article.

How to manage teams with Zoom IQ

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.

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.

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. (Optional) Click the trash bin icon to delete the team instead.
  6. Adjust the Team Name, Parent Team, and Team Manager as needed.
  7. Click Save.

Add, move, and remove 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 then click Add.
  6. (Optional) Click Import to upload a CSV file of the members you wish to add.
    Note: CSVs may contain a maximum of 1000 users.

The rest of the Members section lists all users and their email addresses currently assigned to this team. To the right of each user, the following options are available:

    • Move: Allows the admin to reassign the user to another already existing team. Enter and select a team name, then click Move to confirm the change.
    • Remove: Removes the user from this Team. Click Remove to confirm the change. This cannot be undone.

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