My Lists

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.


My Lists

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. 


Sources:

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



Statuses:


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.



Actions:

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

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:

  1. In Contact Search & Target Accounts, select the profiles that you'd like to save and click ... in the top navigation bar and Save Contacts. You will be charged a data credit to save these contacts.
    Pro Tip: If you're looking for a way to store contacts in ZoomInfo but aren't ready to spend a data credit on them, try tagging!


To import contacts from Salesforce:

  1. In the My Contacts tab, select the Import button in the top navigation bar

  2. Select which objects that you would like to import and the schedule in which you want them imported
    Note: only objects that are owned by you and exist in the ZoomInfo database will be imported

  3. The contacts and leads will be stored in My Contacts and to view them select the Source filter as Salesforce

 To delete contacts from My Contacts:

  1. Select the contact(s) that you want to delete and click the ... button in the top navigation bar and then select Delete Contacts

  2. Confirm that you wish to permanently delete these contacts from My Contacts

  3. Once complete, you'll receive a successful notification at the bottom of the page.

My Companies

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:

  1. In Company Search & Target Accounts, select the profiles that you'd like to save and click ... in the top navigation bar and Save Companies. You will be charged a data credit to save these companies.
    Pro Tip: If you're looking for a way to store companies in ZoomInfo but aren't ready to spend a data credit on them, try tagging!


To import companies from Salesforce:

  1. In the My Companies tab, select the Import button in the top navigation bar

  2. Select which objects that you would like to import and the schedule in which you want them imported
    Note: only objects that are owned by you and exist in the ZoomInfo database will be imported

  3. The accounts will be stored in My Companies and to view them select the Source filter as Salesforce


 To delete companies from My Companies:

  1. Select the company(ies) that you want to delete and click the ... button in the top navigation bar and then select Delete Companies

  2. Confirm that you wish to permanently delete these contacts from My Contacts

  3. Once complete, you'll receive a successful notification at the bottom of the page.


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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