Help Center
Product Guides and Troubleshooting
Practical, step-by-step documentation for companies and reps using Zilla Sales.
35 guides found
COMPANY
Getting started: company onboarding path
The current path from website-assisted opportunity creation to recommendations, applications, and direct outreach.
REP
Getting started: rep onboarding path
New rep account? Follow this path to set up correctly and start applying to opportunities with better fit.
COMPANY
Set up a company profile reps can trust
Show reps who your company is, what it sells, and why the opportunity is credible before asking them to engage.
COMPANY
How to post your first opportunity
Create a credible opportunity, review the generated draft and match preview, then activate the listing and matching campaign.
COMPANY
How Zilla Sales connections work
Know exactly what each connection stage means, what a paid plan unlocks, and which follow-up actions your team owns.
COMPANY
Pricing plans, profile matches, and contact credits
A transparent guide to live checkout terms, matching terminology, credits, renewals, and the separate managed service.
COMPANY
What happens after you pay
A current first-week roadmap from activation to recommendation review, direct outreach, and applicant follow-up.
COMPANY
Does Zilla Sales have reps in my industry or territory?
Use a precise opportunity and directional match evidence to judge likely coverage without treating a network count as guaranteed interest.
COMPANY
How recommended reps and rolling matching work
See how your first shortlist is built, why recommendations change, and where earlier matches remain available.
COMPANY
Understand match quality and Why this profile
Use the rationale and profile evidence to decide which recommended reps deserve deeper review or contact access.
COMPANY
Rep verification, interest, and contact quality
Separate profile evidence from current interest, perform direct diligence, and report inaccurate or unreachable contact information.
COMPANY
Improve the quality of your recommendations
Tighten the commercial inputs that influence matching and learn what to do when only a few credible profiles exist.
COMPANY
Manage your company listings
Manage live listings, open rolling recommendations, separate applicants from matches, and understand when edits require review.
COMPANY
Correct, edit, or replace a listing
Keep your opportunity commercially accurate when a draft or review adjustment needs correction, replacement, or another territory version.
COMPANY
Listing review, statuses, and visibility
See what every listing status means, what remains visible during an edit, and how to resolve a listing that is not live.
COMPANY
Review rep applications effectively
Use the current Applications workspace to compare fit, save promising reps, and spend contact credits deliberately.
COMPANY
How to favorite reps and build a useful shortlist
Use Matches for opportunity-specific recommendations and Favorites to organize profiles you want to revisit.
COMPANY
Unlock rep contacts and resolve problems
Use contact credits deliberately, understand what an unlock provides, and fix the most common unlock blockers.
COMPANY
Manage unlocked reps and start outreach
Turn contact access into a timely, relevant conversation while keeping your own follow-up record and respecting rep privacy.
COMPANY
Track rep outreach and follow-ups
Keep your next step clear: record rep outreach, replies, calls, and follow-ups in your company workspace.
REP
Your profile was claimed: what to do next
If your profile was pre-created, this checklist helps you verify it and apply with confidence.
REP
Build and complete your rep profile
Build the profile and line card companies use to assess your fit, while keeping every field accurate and specific.
REP
Find and save relevant opportunities
Use search, filters, and favorites to build a small list of opportunities that match your buyers, products, and territory.
REP
Apply to an opportunity
Apply when your buyer, product, territory, and commercial fit are credible—and know exactly what happens after submission.
REP
After you apply: what happens next
See where your application appears, how a company may respond, and how to improve your next applications without over-applying.
ALL
Sign in and troubleshoot login problems
Follow the correct sign-in path, then use targeted checks for email-code, Google, role, and redirect problems.
ALL
Change your account email
Verify a new email address, understand the security sign-out, and keep or relink Google sign-in.
ALL
Delete or recover your account
Request permanent account deletion, understand subscription cancellation, or restore the account within 30 days.
COMPANY
Post-opportunity login handoff: how it works
If you started posting before login, this guide explains exactly how to continue and avoid restarting.
COMPANY
Billing and portal access
Where to view subscription details and perform billing portal actions.
COMPANY
Cancel a subscription or request the 30-day guarantee
Use the billing portal to stop renewal and understand the separate eligibility rules for a first-term guarantee request.
ALL
Notification settings and matching emails
Choose the alerts that support your workflow and understand what company and rep matching emails actually mean.
ALL
Contact Zilla Sales support or sales
Know when to use the help center, support email, chat widget, or a Managed Campaign fit-call request.
COMPANY
Troubleshooting website analysis
Understand website-analysis errors and continue safely with manual entry without losing the opportunity flow.
COMPANY
No matches or applications yet
Zilla actively matches relevant reps to your opportunity. Learn how matching differs from applications, what to check, and how to use credits and direct outreach to build momentum.
Still cannot find what you need?
Contact our support team and we will help you directly.
support@zillasales.com