ZoomInfo Credits — Use-It-or-Lose-It Policy

Overview

ZoomInfo download credits operate on a strict monthly reset cycle. Credits that are not used within the calendar month are forfeited — they do not roll over, and they cannot be reclaimed retroactively. This policy applies both to the agency's master account and to any client sub-allocations managed within it.

This came up explicitly during a review of the Bluepoint account, where the client believed they were owed credits from a prior month and requested additional allocation.

How the Credit System Works

• Each account receives a fixed monthly credit allocation (Bluepoint's standard allocation is 1,000 credits/month).
• Credits must be used within the calendar month or they are lost.
• The agency's ZoomInfo subscription is shared across clients — credits consumed by one client reduce what is available to others.
• Clients can view their own download history via Lists & Records → Bulk Exports and Downloads in ZoomInfo. Previously downloaded contacts can be re-exported at no additional credit cost.

The One-Time Gift Clarification

In October, Bluepoint's allocation was manually increased from 1,000 to 1,400 credits as a one-time courtesy. This was not a change to the standard allocation and was not documented as a recurring benefit. The client subsequently interpreted the higher number as their baseline and believed they were running a deficit when November reset to 1,000.

Key point to communicate to clients: Any allocation above the standard monthly amount is a one-time gift, not a new baseline. The standard allocation resets each month regardless of prior-month usage.

Credit Management Strategy

To avoid confusion and make the most of the monthly allocation:

1. Use credits consistently throughout the month. Waiting until month-end risks losing unused credits.
2. Treat the allocation as a hard cap. If more credits are needed, the client must pay for additional blocks — the agency cannot absorb the cost.
3. Monitor usage mid-month. The ZoomInfo admin view shows monthly credits used, bulk credits used, company views, and contact views for the current period.
4. Educate clients upfront that credits are use-it-or-lose-it and that the agency's subscription is shared — overconsumption by one client affects others.

Bluepoint Account Status (as of November 2025)

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