Need to leave your computer but have a hot lead you want to continue the conversation with? Want to make an outbound call to the prospect using the same Sherpa numbers they've been seeing the whole time?

Set up Prospect Relay to keep the conversation going from your personal cellphone, all while using the same Sherpa phone number the prospect has been seeing the entire time.


Here's how:

  1. Go to prospect page of lead.
  2. If it’s a quality lead press “qualified lead” or push to Podio (which both qualifies the lead and verifies the owner).
  3. Option for Call & SMS Relay dropdown should activate.
  4. Select the user you want the lead to go to.
  5. The selected user will receive a text to their phone with the number to continue the conversation.
  6. The number the text comes from can also be called to relay it back to the prospect number.
  7. Start texting and calling from your personal device using the Sherpa number they've been seeing the whole time!


Each user can have a maximum of 100 relay connections, so when the lead becomes inactive/goes cold, remove it from the relay system to allow new connections.


To see how we do it, watch this YouTube video.