The action buttons on a prospect help you sort your conversations: who owns the property, who should never be contacted again, and which leads to focus on. You'll find them at the top of the prospect card when you open a conversation, and on the prospect page.
The same five icons also appear next to each prospect in the list.
Resources
→ Block Prospect: Reporting Hostile Prospects
→ Creating Follow-Up Campaigns
DNC is now Block List
The button that used to be called "DNC" is now called Block List.
Verified
Marks the person as the owner of the property and deactivates the other phone numbers for that property that are still waiting to be messaged.
Lead Sherpa creates one prospect for every phone number you upload. For example, 10 properties with 3 phone numbers each become 30 prospects. The first number for each property is messaged first, then the second, then the third. So the owner might reply while there are still messages queued for the property's other numbers.
Marking the owner as Verified stops those extra messages. That saves you sends and keeps you from texting people who aren't connected to the property, which also lowers the chance of being reported as spam.
Block List
Permanently blocks the prospect and adds the number to your Company Block List, so they won't be messaged in any future Lead Sherpa campaign.
- Use it for prospects who are hostile.
- If a prospect is only not interested, move them to the Cold lead stage or a custom lead stage instead.
Priority
Marks conversations you want to keep an eye on. Priority prospects show in the default Unread / Is Priority view of a campaign's Prospects & Messages tab, and you can filter for them when you search for prospects.
Qualified
Marks the prospect as a lead. Qualified prospects count toward the campaign's Leads number, so you can see which campaigns perform best. You decide what counts as a qualified lead. You can also filter for Qualified prospects in PropStack and in a campaign's dropdown.
Wrong Number
Marks the number as not belonging to the owner of that property. If the same number is imported into another campaign, it's skipped automatically. If it's imported again with a different name or address, it's queued to be messaged again.
Questions? Email support@leadsherpa.com.
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