Feature Highlights

A Step-by-Step Guide for Working Sherpa's Advanced Features

How To Use Prospect Relay
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 She...
Wed, 29 Jul, 2020 at 2:07 PM
What is the "Auto-Dead" feature?
Sherpa’s Auto-Dead feature is something we think can make identifying serious leads faster for you. We’ve identified some keywords (like “sold,” “wrong numb...
Fri, 3 Jan, 2020 at 11:17 AM
Pushing Leads to CRM
Sherpa isn’t designed to be used as a Customer-Relationship Management tool, so when you’ve qualified a lead, it’s time to push the prospect through to your...
Wed, 15 Jul, 2020 at 9:59 AM
Creating Follow Up Campaigns
Once you have no more prospects to message in a campaign, you’re ready for a follow-up campaign. Wait at least 10 days before sending your follow-ups so you...
Wed, 29 Jul, 2020 at 2:09 PM
Zapier Setup: Connect Sherpa to Podio or other CRM!
Follow these steps to build your Sherpa>CRM Zap! Keep in mind: Everyone's CRM and workspace settings may vary, so steps may be slightly differen...
Wed, 15 Jul, 2020 at 9:59 AM
Skip trace raw data: How to understand your new file
Your downloadable Skip Trace file appears different than the one you uploaded. Here are some points to help you understand the file you get back and what yo...
Mon, 27 Apr, 2020 at 8:18 AM
Managing User Roles and Access
Are you on a team with numerous members who will use Sherpa, but don’t necessarily want everyone to be able to have complete access? We’ve enabled you to be...
Tue, 14 Jan, 2020 at 10:25 AM
How To Use Sherpa's Integrated Skip Tracing Tool
Here’s how you should optimize success using the Skip Trace tool: Clean up your data file—max. 20 columns, for best results include name (separate firs...
Mon, 3 Feb, 2020 at 12:44 PM
Forward Incoming Calls to Voicemail or Specific Number
When a prospect calls the number they received a text from, where does it go? You can have callbacks forwarded to any phone number--a voicemail, google ...
Tue, 28 Jan, 2020 at 8:04 AM
Number Manager: How to Manage Numbers And Daily Send Limit
Have you noticed a low delivery rate? Are you hitting your daily send limit for outgoing messages? Utilizing the Number Manager feature will allow you t...
Tue, 11 Feb, 2020 at 3:52 PM