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ZoomInfo for Financial Advisors
Primary Training Resources
The the customized videos below are the first step to setting yourself up for success within ZoomInfo. Finalize your integration, understand the layout, and learn basic search functions to help you hit your number.
Knowledge is power.
Browse through our pro tips on key features and functionality to start supercharging data efforts today:
Intent: How to Use Intent to Inform Your Outreach
Getting the Scoops
Making the Most of Tags
How to Run a Search
Use ListMatch
Setup Alerts