This guide shows where to find the replies from your prospects, how to answer them, and how to sort each prospect so you can focus on the leads that matter.
The steps at a glance
- Find unread replies in New Messages or inside a campaign.
- Open a conversation and reply.
- Mark the prospect with an action button and a lead stage.
- Open the prospect page for calls, CRM options, tags and reminders.
Resources
→ Prospect Action Buttons - Verified, DNC, Priority, Qualified, and Wrong Number
→ Block Prospect: Reporting Hostile Prospects
→ Using Sequences to Schedule Prospect Follow-Ups
→ Zapier Setup: Connect to CRM Workspace
1. Find your replies
There are two places to find replies:
- New Messages (the chat bubble icon at the top of the menu on the left) shows unread replies from all your campaigns. Use the dropdown at the top to see one campaign at a time.
- Inside a campaign, the Prospects & Messages tab shows that campaign’s prospects. Use the dropdown to filter them, for example by Unread / Is Priority, Response Received or a lead stage.
2. Reply to a prospect
- Click a prospect to open the conversation on the right.
- Type your answer in the Reply box and click Send. If it’s an answer you’ll use again, click Save as quick reply.
- Click Next to move to the next conversation, or Prev to go back.
Next to Reply you can also Add to Sequence (schedule follow-up messages) or Add Note.
3. Sort the prospect
| Button | When to use it |
| Verified | The person confirms they own the property. Lead Sherpa marks them as the owner and deactivates the other numbers for that property. |
| Block List | The reply is hostile and you never want to contact this person again. They won’t be messaged in any future campaign. |
| Priority | The prospect is interested but not ready for your CRM. They stay in the Unread / Is Priority view. |
| Qualified | The prospect meets your requirements for a lead. Push them to your CRM when you’re ready. |
| Wrong Number | The number doesn’t belong to the owner. |
Use the Lead Stage dropdown to file the prospect, for example as Followup, Nurture or Cold, or in a custom stage you created.
A tip from our team
Ask 2 or 3 qualifying questions. Once your boxes are checked, mark the prospect as Qualified and push them to your CRM.
4. Use the prospect page
Click the three vertical dots next to a prospect and then View prospect to open their page. From there you can:
- Call Prospect
- Open the property on Zillow or view more property info
- Send the lead to your CRM with Email to CRM, Push to Zapier or Push to CRM with Integration
- Add property tags, change the lead stage, assign an agent, connect a relay or add a reminder
- Read the Notes and Activity for that prospect
The icons at the top right of the prospect card let you mark the conversation as read, edit the prospect’s info, add them to a sequence, duplicate the prospect (for example, to add another number they gave you) and print the conversation.
Questions? Email support@leadsherpa.com.
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