📅 Weekly Training Recording
This training focused on live Q&A covering pipeline management, manually moving leads to hot or warm stages, handling wrong numbers and DNCs, and understanding how daily drip SMS workflows function.
The team also reviewed how to adjust drip limits, upload new seller lists, manage follow-ups, and use the Leads app effectively. Additional topics included onboarding steps, call forwarding behavior, and how to request support calls.
🎯 What Was Covered
How to manually move leads into Hot or Warm stages within Opportunities
How automatic pipeline movement works for follow-ups, DNCs, and wrong numbers
Marking a lead as Wrong Number and how it auto-removes them from workflows
Understanding daily drip vs. min drip and how SMS volume is calculated
How to increase or decrease daily SMS send limits correctly
What happens when your daily drip runs out of leads
Where newly uploaded seller lists appear and when they begin sending
How to download leads from the Leads app and upload them into OfferBolt
Filling out Property Info and adding internal notes during seller calls
How call forwarding works and why inbound calls appear in real time
How to request a 30-minute support call
Onboarding steps and EIN submission process
Where to find training replays and Help Center documentation
Comp usage question (limit clarification to be confirmed by development)
🎥 Watch the Training
🤖 How This Training Helps
How do I move a lead to Hot or Warm manually?
What automatically moves in the pipeline and what doesn’t?
How do I mark a lead as a wrong number?
Why did my daily SMS volume slow down?
How do I increase my daily drip from 300 to 400 messages?
What is the difference between daily drip and mini drip?
Why did my messages reset to a different send time?
Where do uploaded seller lists appear?
How do I download leads from the Leads app?
How do I add notes while on a seller call?
Why are calls forwarding to my personal phone?
How do I request a one-on-one support call?
Where can I find training videos to start from the beginning?
📌 Closing Note
The most recent weekly training replay is always listed at the top of the OfferBolt Training section. If you miss a call, you can access the latest recording there the following day.