About the Create Lists in LinkedIn Sales Navigator and ZoomInfo training

This training teaches BDRs how to filter, clean, and prepare data from Sales Navigator and ZoomInfo, then import it into Salesforce for organized, effective outreach.

Audience

This training is designed for BDRs who need to create accurate, scalable prospect lists for daily outreach.

Agenda

This training covers key areas around:  • Filtering and preparing lead data for CSV export.  • Importing leads into Salesforce using the Data Import Wizard.

Learning objectives

At the end of this training, you should be able to:  • Clean and format lead files for Salesforce compatibility.  • Import and track new leads using custom Salesforce lead views.