Step 1: Provisioning
Account Provisioning
The first step to getting started with ZoomInfo Marketing 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 Marketing 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. If you require additional assistance, you can always reach out to our Onboarding Team with the Chatbot on this page.
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.
There may be additional functionality to configure based on your subscription. Please see below to learn more. If you do not have additional features to configure, we encourage you to become a ZoomInfo expert by getting certified in our University.
Additional Resources
The ZoomInfo team is here to help! If you need help at any time, please refer to any of the resources below, including our support team.