How To Use Prospect Relay

Prospect Relay connects a conversation with a prospect to a user's own phone. The user gets the prospect's messages in their phone's text app and can text and call the prospect from their phone, while the prospect keeps seeing the same Lead Sherpa number.

Resources

→ Managing User Roles and Access

How to relay a prospect

1. Open the prospect's page.
2. In the Relay field, choose the user who should take the conversation. The list uses the phone numbers saved for each user.

• The user gets a text on their phone with the number to continue the conversation.
• The prospect sees the same Lead Sherpa number that was last used.

Manage relays

When a lead goes cold, remove it from the user's relays: go to Account Settings → Prospect Relay Settings and click the user to see their relays.

Questions? Email support@leadsherpa.com.