ZOOMINFO

Training

A guide to your powerful data driven prospecting tool!

01

Logging in and downloading the extension, as well as how the extention works with other sites.

How to set up your ZoomInfo

02

Utilizing the basic and advanced search functions, as well as filtering your searches.

How to search for the ideal prospect

03

How to export your data to utilize it in email, spreadsheets, and SFDC. How credits are used to export.

How to export a list

What you will be learning...

14. Helpful Resources

13. Credits

12. Exporting

11. Advanced Search

10. Search

9. Scoops

7. Contacts Overview

6. Company Overview

5. Extension w/ LinkedIn

4. Extension View

3. Extension Download

2. Your Dashboard

8. Tech Stack

1. Logging In

Index

app.zoominfo.com

Log into

Click above to open in a new tab and get started!

Your homepage on ZoomInfo. What's there and how to use it!

Your Dashboard

Once installed, you will see this "Z" tab on the right side of your screen when you are on a company's website.

If you don't see it, simply click the picutre above to get to the extension install!

You can find a link to download the extension in your Feed.

The ZoomInfo Chrome Extention

Using Your ZoomInfoExtension

Simply pull up any company website and click on the Z tab on the right to see an extension view of the company profile!

You can also use your ZoomInfo Chrome Extension for Linkedin!

Company Funding

Comany Size

Competitors

Company Profile Tab

When you click the arrow on the extension on the side, the company profile will show up in the extention format.

Inside your ZoomInfo extension tab

Company Overview Tab- Full View

All company empolyees in the database, broken down by level and department in an org chart.

All company empolyees in the database, broken down by level, and an employee growth rate chart.

Employees and Org Chart

Click on or search for a technology to find what the company is using.

Technologies and Atributes

Click the three dots on the right to open additional tabs under the company profile.

Additional Tabs

Scoops

You can filter scoops by type, including "Opportunity Scoops" to help you get ahead of the competition.

Try advanced search

Search by contact

Search by company name

Searching in ZoomInfo

Your search bar will also prompt recommended searches using ZoomInfo's Ai and your activity.

Your basic search function

This will likely be your most used function for searching for new prospects!

Advanced Search

Try it now!

Hover over the dropdown arrows to see the filters

You can select which contacts you'd like to export, as well as where you will export them to.

Exporting

Click here for more information.

All About Credits

• You can find your credit usage information in your settings.
• Credits are used to export contacts.
• Each contact = 1 credit.
• 1,000 MONTHLY CREDITS are automatically assigned every month.
• These will refresh on the 1st of each month.
• Once those are used, BULK CREDITS may be used, but have to be assigned.
• Cannot be used until monthly credits have been used.

ZoomInfo Knowledge Center

ZoomInfo University

Helpful Resource Links

Thank you!

If you have any further questions please reach out to your manager or the sales enablement team!