Subscription Feature FAQs

How To Use Prospect Relay
Our Prospect Relay feature will allow you to connect all communication with a designated prospect to your personal mobile device. Each message will be recei...
Mon, 16 May, 2022 at 2:10 AM
How to Export Campaign/Prospect Data
This article will encompass the different methods that you can utilize to export/download your Campaign and Prospect Data. Exporting a List of Prospects B...
Mon, 16 May, 2022 at 2:32 AM
Do Not Call (DNC) List & Prospects
When a prospect is added to the Do Not Call (DNC) list they will be skipped in every future campaign. This function is permanent, so only utilize it for num...
Fri, 29 Apr, 2022 at 3:56 PM
How To Pause Or Cancel Your Lead Sherpa Subscription
This article will provide a how-to guide for navigating through your subscription pause or cancellation process with Lead Sherpa. Options & Additional...
Mon, 16 May, 2022 at 2:36 AM
Monetizing Retail Leads
Our recommendation is to have an agent that you're comfortable working with and sending leads to. We have one who has signed a contract agreeing to 30%...
Mon, 16 May, 2022 at 2:38 AM
What is the "Auto-Dead" feature?
This article will provide an overview of Lead Sherpa’s Auto-Dead feature and how to utilize it for identifying leads faster. The Auto-Dead feature will id...
Mon, 16 May, 2022 at 2:40 AM
How to Edit or Duplicate Prospect
This article will provide a walkthrough of our Edit and Duplicate Prospect feature for updating your prospect profile info. Occasionally you may possess t...
Mon, 16 May, 2022 at 2:44 AM
Campaign Call-Forwarding Number Not Working
Have you set up a call-forwarding number at the campaign level but the callbacks are still going to your master call-forwarding number? If someone is ca...
Sat, 30 Apr, 2022 at 2:22 PM
Number Manager: How to Manage Numbers And Daily Send Limit
This article will provide a walkthrough of the Number Manager feature, in addition to number management and its effect on your account's Daily Send Lim...
Thu, 16 Jun, 2022 at 1:48 PM
Verify Owner
This article will provide an overview of the Verified Owner function, its usage, and its importance in relation to lead management. The system creates a p...
Mon, 16 May, 2022 at 4:09 AM