Lead Discovery Through ZoomInfo in Naologic

Naologic's Lead Discovery module integrates with ZoomInfo, allowing you to search external databases and efficiently add prospects to your custom lead lists. This article will guide you through using ZoomInfo for lead discovery, including conducting searches, filtering results, and adding prospects to your lists.

Accessing ZoomInfo in Naologic

To access ZoomInfo within Naologic's Lead Discovery module, follow these steps:

  1. Log in to your Naologic workspace and navigate to the Lead Discovery module using the top navigation menu.
  2. Within the Lead Discovery app, you'll see two tabs: "Lead Lists" and "ZoomInfo." Click on the "ZoomInfo" tab to access the integration.

Conducting Searches in ZoomInfo

To conduct a search in ZoomInfo, follow these steps:

  1. In the ZoomInfo table, enter your search criteria, such as a full name like "John Johnson."
  2. Add additional filters, such as a job title like "manager," to refine your search results.
  3. Choose whether you want to search for contacts or companies.
  4. Click on the "Search" button to trigger the search.

You'll now see a list of search results directly from ZoomInfo, which you can further refine or explore.

Viewing Detailed Information and Adding Leads to Lists

To view more information about a specific lead and add them to a lead list, follow these steps:

  1. Locate the lead you want to view more information about in your search results.
  2. Click on "View Detailed Info" to pull additional information directly from the ZoomInfo database.
  3. If you want to add this lead to a lead list, select the desired list from the available options.

Alternatively, you can add leads to your lead lists directly from the search results table without viewing the detailed information first.

Resetting the Search

Once you've completed your search and added the desired leads to your lists, you can reset the search by clicking on the "Disable" button. This will clear your search criteria and filters, allowing you to start a new search.

The ZoomInfo integration in Naologic's Lead Discovery module offers a powerful way to search external databases and efficiently add prospects to your custom lead lists. By following these steps, you can streamline your lead discovery process and improve your prospecting efforts. For more information on using ZoomInfo and other features within Naologic, explore our Help Center articles.

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