Leads & Contacts

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 on the Add New tab found at the upper right hand co...

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 detect a response from the lead through a phone call...

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 you can download with the links below.Here are the...

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 classify/organize your prospects more effectively allowin...

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 corner of the screen. Then click on "import from .c...

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 people.To being, click on the Prospects tab at the to...

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 it, go to the campaign tab, choose the campaign you ...

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 popup will appear. Select Won from the popup.

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.

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 manually. This is useful if you contact the prospect d...

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 and click. You'll be able to see all the informat...

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 Name Last NameEmailPhone NumberThe Campaign (Choose...

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 information.Click Add New.Then type out the detai...

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 it.Then confirm you wish to delete them and they will...