My Lists is an address book like feature that stores contacts, companies, and lists that you've either uploaded/imported into ZoomInfo or saved/exported from ZoomInfo. For ease of access, the My Lists section is broken up into 3 tabs, My Lists, My Contacts, & My Companies.
Note: These contacts, companies, and lists are on a user level so you won't be able to see other users' lists, companies, or contacts.
The My Lists tab is where you can find lists that you've uploaded into ZoomInfo or built and exported from ZoomInfo. The dashboard will show you the list name, the number of records on the list, the date the list was created, the list description (if one), the source of the tool where the list was created, the status, as well as additional actions you can take on the list.
|Contact Search||Built and exported via Excel from Contact Search|
|Company Search||Built and exported via Excel from Company Search|
|Target Accounts Match||Match results list that comes back after uploading a list of companies into Target Accounts|
|Target Accounts Export||Built and exported via Excel from Target Accounts match list|
|Uploaded||Original version of list uploaded to My Lists or Enhance|
|Person Enhance||Enhanced version of contact list uploaded to Enhance|
|Company Enhance||Enhanced version of company list uploaded to Enhance|
To view lists based on their source, click the filter icon next to source and select the applicable source(s) for the lists that you want to see
|The list is still processing and not ready to be viewed/redeemed. You'll receive an email when it's ready.|
|The list is processed but has not been redeemed and no data credits have been charged. To redeem, simply click this icon.|
The list has been redeemed and data credits have been charged. You can download this list again within 6 months without being charged data credits again.
|Redeem List||Complete the purchase of the list and export with contact information included|
|Open List (Target Accounts Match & Export files only)||Opens the list in Target Accounts and allows the ability to edit search criteria|
|Preview List||Preview List within ZoomInfo (no contact information provided)|
|Rename List||Change the name of your list|
|Delete List||Permanently remove your list from ZoomInfo|
|Download Preview File||If selected Include preview file in export workflow, you can download a CSV file of the results (no contact information provided but a Y or N will be noted in the Phone & Email columns for each contact)|
My Contacts is where all of the contacts you've saved, exported, or imported will live. Contacts that live here will also be identified with aicon on their collapsed profiles anywhere in the platform.
To save contacts:
To import contacts from Salesforce:
To delete contacts from My Contacts:
My Companies is where all of the companies you've saved, exported, or imported will live. Companies that live here will also be identified with aicon on their collapsed profiles anywhere in the platform.
To save companies:
To import companies from Salesforce:
To delete companies from My Companies:
|Pro Tip: You can exclude My Contacts & My Companies from search results within the platform to ensure you're only looking at net new!|
To do this, simply click on the Exclude My Contacts/Exclude my Companies filter option in Contact Search, Company Search, & Target Accounts
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