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  1. Usherpa Knowledge Center
  2. FAQ's

FAQ's

Overview, How-to's and FAQ's

Getting Started: What is Usherpa?

  • Getting to Know Usherpa
  • What is Usherpa?
  • What’s included in my basic Usherpa membership?
  • Maximize your Usherpa Account
  • What are the emails being sent out to contacts?

My Account

  • I forgot my password!
  • How do I change my information on my marketing?
  • How do I change my password?
  • Help, I forgot my password!
  • How do I change my password?
  • How do I edit my contact information on my marketing?
See all 7 articles

Managing Your Database

  • How do I add a new contact to Usherpa?
  • Adding Notes to a Group of Contacts
  • What is the “Display Name”?
  • How do I Edit a Contact’s Record?
  • How do I delete someone from my Usherpa?
  • Getting your video or newsletter link!
See all 10 articles

Customers

  • What is a Customer?
  • Home Sight Email Newsletter

Searching your database

  • Finding Contacts: Using Advanced Search
  • How do I search for a specific contact?

Business Partners

  • What is a Business Partner?
  • Trending Today Email Newsletter

Prospects

  • What is a Prospect?
  • Buyers Edge Email Newsletter
  • Sellers Edge Email Newsletter
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