FAQs
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
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
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
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 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
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
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
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
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
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