Welcome to ZoomInfo Engage.
We are so excited for you to get started. Here you’ll find step-by-step instructions and the resources you need to get started with Engage.
Step 1: Provisioning
Account Provisioning
The first step to getting started with Engage is to get access to your accounts and provide access to your team.
Activate Your Admin Account
You should have received an automated email from ZoomInfo in your inbox. If you have not received that email (check your spam) or, you can request a reset from the main ZoomInfo Login Page.
Provision Your Users
The first step in utilizing ZoomInfo Sales is to add your users. Users will be able to see value from the platform right away. To learn how to add users, visit our Knowledge Center.
Step 2: Integrations
Set Up Your Integrations
If you have purchased integrations, you will want to set them up as soon as possible. Our plug-and-play setup makes it easy to get started.
Step 3: Training
Schedule Your Trainings
The next step is to register and invite your team to an end-user training. Select the option below that works best for your team.
- Register for Live Training.
- Too busy? Schedule conflict? Take a self-paced training.
Congratulations! You've completed the 3 simple onboarding steps.
Discover More ResourcesAdditional Resources
The ZoomInfo team is here to help! If you need assistance at any time, please access any of the resources below, including our support team.
