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
May I Use Lead Sherpa For Buyer Campaigns?
No, using Lead Sherpa for buyer campaigns would be against the platform's TERMS OF USE. Most numbers in Buyer Campaigns will be skipped as they l...
Thu, 3 Aug, 2023 at 10:26 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...
Thu, 3 Aug, 2023 at 10:59 AM
How To Cancel Your Lead Sherpa SMS Subscription
This article will provide a how-to guide for navigating through your subscription cancellation process with Lead Sherpa. Options & Additional Details ...
Thu, 3 Aug, 2023 at 11:44 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...
Thu, 3 Aug, 2023 at 12:35 PM
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...
Thu, 3 Aug, 2023 at 12:42 PM
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...
Thu, 3 Aug, 2023 at 1:03 PM
How to Search, Add and Edit Quick Replies
This article encompasses a how-to guide for navigating through the Quick Reply feature, allowing you to easily and effectively respond to leads.  Use a Quic...
Mon, 21 Aug, 2023 at 9:49 AM
How to Setup Email Reminders
This article will provide an overview of how to set up email reminders for your prospects, allowing you to more easily and effectively keep track of your le...
Mon, 21 Aug, 2023 at 11:58 AM
Required Template Field: {CompanyName}
Due to carrier requirements and CTIA guidelines, the following dynamic field tag is required for all initial outgoing messages: {CompanyName}. You must use ...
Mon, 16 May, 2022 at 3:32 AM