My Data

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:

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:

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 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 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.
   
   

Additional Articles:

• Contact Search
• Company Search
• Target Accounts