How do I reorder my Lead Stage list?
To reorder your Lead Stages go to: Your Account Settings page Click on the Lead Stages tab Click, hold, and drag the Lead Stage you want to move to its ...
Wed, 25 Nov, 2020 at 2:04 PM
Can I export a list of the prospects who have not replied?
Q: Can I export a list of the prospects who have not replied?  A: Yes! You can export a list of all prospects who have not replied in any campaign in th...
Tue, 6 Dec, 2022 at 7:54 AM
Recontact skips
Looking to recontact the prospects that were skipped in a campaign? Once your campaign is complete, there are two ways to recontact your skips. Create ...
Mon, 10 Aug, 2020 at 11:44 AM
Auto-Verify Owners
Q: What is the auto-verify function in my Company settings page? A: The entire Sherpa database has a tonne of prospect and property data throughout the ...
Fri, 7 Aug, 2020 at 10:00 AM
Monthly Upload Limits
Monthly Upload Limits are correspondent to the Subscription Tier applied to your account. You can review your monthly limit by referencing this data within ...
Tue, 24 May, 2022 at 8:56 AM
Call Log and Recording Calls
Now you can check all the relevant info about the calls that you made or received! Check this out:
Fri, 11 Sep, 2020 at 8:05 AM
Can I change the company name used in my templates?
Q: Can I change my company name A: Yes! In order to change your company name, you'll have to access your template manager (the pencil icon on the left...
Mon, 26 Oct, 2020 at 11:22 AM
Export Information Explained
When exporting a campaign (either by clicking the Export button from the Campaign List, or one of the exports available under the Metrics tab of the campaig...
Mon, 18 Jul, 2022 at 4:44 PM
Why is my delivery rate 0%?
If you're getting 0% delivery rates: This likely means you've been flagged as spam by the carriers. These blocks last about two hours before you wi...
Fri, 6 Nov, 2020 at 2:42 PM
Number Health Explained
This article will provide a walkthrough of what the Number Health status pertains to and how you may utilize this indicator to better understand the state o...
Thu, 28 Jul, 2022 at 10:53 AM