Feature Highlights

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

How To Use Prospect Relay
Have a hot-lead conversation where you don't want to miss a beat? Prospect Relay will connect all communication with the connected prospect to your pe...
Fri, 7 Aug, 2020 at 3:02 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, 7 Aug, 2020 at 3:05 PM
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...
Fri, 7 Aug, 2020 at 3:16 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...
Fri, 7 Aug, 2020 at 3:18 PM
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
Custom Lead Stages
Although we have pre-set some commonly used lead stages in your account for you, you can also add custom lead stages for use. Using specific and appropriate...
Mon, 10 Aug, 2020 at 11:28 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...
Fri, 7 Aug, 2020 at 3:22 PM
Prospect Tags
Use prospect tags to help you identify prospects who might be more likely to sell. There are some items that will auto-tag when importing your prospect list...
Mon, 10 Aug, 2020 at 11:33 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...
Fri, 7 Aug, 2020 at 3:24 PM