Leads & Contacts

Learn how to view, segment, and contact your prospects & contacts

How leads enter the system

We provide two primary ways of getting leads into the system - manual entry and Zapier. To manually enter a lead, follow the steps below:Click on the Prospect tab to get started.Once there, click...

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By Chris Langille

updated over 1 year ago

Understanding lead flow

This part is critical to understand if you want to avoid your client's leads getting automated outreaches from our system after they respond.Our system will stop all automated responses after we...

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By Chris Langille

updated over 1 year ago

How do I receive lead notifications?

The owner of the account and any user that has notifications set up for that campaign will receive an email every time you get a new lead.Another way of being notified is via the mobile app, which...

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By Chris Langille

updated over 1 year ago

Organizing leads/prospects with tags

Once you've clicked on the Prospect tab and you've selected a prospect, you'll see the option to add a Tag on the right side of the screen along the main information.By adding a Tag you can...

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By Chris Langille

updated over 1 year ago

Importing contacts

To import contacts/prospects into RelationDrips with a .csv file, follow the steps from below:Click on the Prospects tab to get started.Once there, click on "Action" found at the upper right-hand...

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By Chris Langille

updated over 1 year ago

How to filter through leads/prospects

You can easily sort/filter through your prospects based on several different things like name, email, tag, campaign, and more. This allows you to send the right message(s) to the right group of...

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By Chris Langille

updated over 1 year ago

Forced calling to prospects

With the forced calls feature our system will call you every time you have a new prospect, to connect you on a call with the prospect.You can active this option in every campaign. In order to do...

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By Chris Langille

updated over 1 year ago

How do I manually unsubscribe a prospect?

Go to the Prospects tab, find the prospect, click on the prospect. That will open the prospect in the conversation section. There, you can click on the status (New, Responded, Won, Lost) and a...

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By Chris Langille

updated over 1 year ago

What happens when a lead responds?

Whenever a lead responds to a call, text, or email the automation/sequence will come to a stop and any follow-up from that point forward will be handled manually by the client/user.

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By Chris Langille

updated over 1 year ago

How to unsubscribe prospects from outside the software

RelationDrips automatically stops future automated sequences as soon as a prospect responds, whether by emailing back, texting back, or calling back.In addition, you can turn off the sequences...

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By Chris Langille

updated over 1 year ago

Viewing leads/prospects

Start by clicking on the Prospects tab on the dashboard navigation bar.That will display all prospects currently in your account. You can then hover over the row of the prospect you wish to inspect...

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By Chris Langille

updated over 1 year ago

Create Prospect Manually and Trigger the Campaign

Click on the Prospect tab to get started.Once there, click on the Add New tab found at the upper right hand corner of the screen.Once there you can add in the prospects information manually:First...

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By Chris Langille

updated over 1 year ago

Set Reminders for a Specific Prospect

First click on the Prospect tab.Then click on the Prospect that you wish to add the reminder to.You'll see the reminder feature on the right side of the screen between the Status and Tag section of...

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By Chris Langille

updated over 1 year ago

Deleting leads/prospects

First click on the Prospect tab.Find the prospect you are trying to delete, using the Filters will help a lot.Then you will see a Trash can icon to the far right of that Prospects row. Click on...

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By Chris Langille

updated over 1 year ago