📅 Weekly Training Recording
This training covered how to monitor an Initial SMS workflow to determine when a new lead list needs to be generated and submitted for upload. The session also walked through the Seller List Upload process, how to access the OfferBolt Help Center, and how inbound SMS messages relate to opportunity and pipeline workflows, including an introduction to the Do Not Contact (DNC) workflow.
🎯 What Was Covered
How to open the Initial SMS workflow and monitor the first two stages for remaining contacts.
How the person icon and contact count indicate how many leads are still available in a workflow stage.
When to begin replenishing leads, including the recommendation to start preparing a new list when approximately 1,000–1,500 leads remain on a workflow sending 300 contacts per day.
How to submit a generated lead list through Seller Tools → Seller List Upload for filtering, uploading, and addition to the workflow.
Why users should account for the stated 24–48 business-hour list upload timeframe when planning their next lead replenishment.
How to access the OfferBolt Help Center through Onboarding and Support → Help Center and search for articles using keywords.
An overview of how inbound SMS messages can move opportunities between pipelines, including the Do Not Contact (DNC) opportunity pipeline and workflow.
🎥 Watch the Training
🤖 How This Training Helps
How do I know when my Initial SMS workflow needs more leads?
Where can I see how many contacts are left in my workflow?
When should I start generating my next lead list?
How do I submit a new list to OfferBolt after generating it?
Where can I find the Seller List Upload form?
How long should I allow for a submitted lead list to be uploaded?
How do I access and search the OfferBolt Help Center?
How do inbound SMS messages affect opportunities and pipelines?
Where can I learn about the Do Not Contact (DNC) opportunity workflow?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section, making it easy to find the latest session and review current training topics.