---
title: ZoomInfo Credits — Use-It-or-Lose-It Policy
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-11-10-monday-call-w-melissa-100386781.md
tags:
- zoominfo
- bluepoint
- email-deliverability
- client-ops
layer: 2
client_source: null
industry_context: null
transferable: true
---

# 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)

| Metric | Value |
|---|---|
| Monthly allocation | 1,000 credits |
| Credits used (November) | 278 |
| Credits remaining | 722 |
| Prior month allocation | 1,400 (one-time gift) |

## Related Articles

- [[clients/bluepoint/_index]]
- [[knowledge/hubspot/bluepoint-hubspot-contact-tiers]]
- [[knowledge/hubspot/bluepoint-stadium-campaign-automation]]