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Overview
Lead Liaison offers native people search capabilities powered by ZoomInfo to help sales and marketers pin-point new Prospects. Integration with ZoomInfo is intended to be used as a prospecting search tool, not a list builder. Building lists is okay, but sending bulk communication using Lead Liaison to contacts who do not opt-in to your email communication is against the Acceptable Use Policy (AUP).
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People Search must be added to your subscription license. To understand licensing options please contact your Lead Liaison account manager. |
Step 1: Identifying the Company
Once you've enabled People Search, finding contacts is easy. From the visitor tracking page, do the following:
- Click the ZoomInfo icon under the ZoomInfo column
- The system will use the Company identified in tracking to find similar companies. Instead of guessing which company it is, we provide a list of companies for you to choose from. In the screenshot below we're searching for all companies matching "Motorola". Suppose I want to search Motorola's headquarters in Schaumburg, IL for contacts. Click the company name in blue, in this case "Motorola Inc", to select the company to use for the search.
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Feel free to conduct other searches using the Company Search box on the top left. You can use a domain name, or search for any other company, then click the search icon (or Enter on your keyboard) to search. There are no additional fees for company searches. |
Step 2: Set your Search Criteria
Using the left panel, select the appropriate search criteria. Your search criteria will be saved the next time you open the People Search window. This makes it easy when searching for people in the same location or role, especially if you're in sales and selling to the same types of people in a specific geography. Once you've got your search criteria in place click the Search button.
Step 3: Select your Contacts
As shown below, select the people you want to purchase contact information for.
Step 4: Take Action
In the Take Action area, click the dropdown to see a list of options. Here are the available choices:
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To assign a Lead Owner to the contact click the gear to the right to show the Lead Owner dropdown. The default Lead Owner will be the user who is logged into the system.
Pulling a Report of Purchased Contacts
To pull a report of all contacts purchased do the following:
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