📅 Weekly Training Recording
In this session, we covered recent OfferBolt menu updates and how to navigate the newly condensed layout. The training also walked through organizing and marketing to cash buyers using pipelines, tags, and workflows. Additionally, we reviewed advanced filtering techniques, including list stacking, to identify higher-motivation seller leads.
🎯 What Was Covered
Overview of the updated, condensed left-side menu structure and new submenu organization
Where to find onboarding, Help Center, mobile app access, and key daily tools
How to use the Opportunities section to manage the Deal Board and Cash Buyer pipelines
How to add and organize cash buyers into Single Family, Multifamily, or Vacant Land pipelines
How to edit and use the Cash Buyer SMS & Email workflow to market assignment deals
How to filter contacts by pipeline stage or tag to send targeted deal blasts
How to use tag-based filtering for list stacking to identify higher-motivation seller leads
🎥 Watch the Training
🤖 How This Training Helps
Where did the Help Center and onboarding links move in the new menu?
How do I find my Deal Board and track offers in Opportunities?
How do I add a lead to the Cash Buyer pipeline?
How can I send a property assignment to all my cash buyers at once?
How do I filter cash buyers by Single Family, Multifamily, or Vacant Land?
What’s the difference between filtering by pipeline and filtering by tag?
How do I use tags to list stack motivated seller leads?
How can I manually cold call leads who didn’t respond to text?
How do I change my default outbound phone number?
When should I use the Wave Dialer versus the built-in dialer?
📂 Updated Menu Structure
Below is the complete overview of the updated OfferBolt menu layout covered during the call.
🔹 Onboarding & Support
Help Center
Onboarding
Mobile App (Lead Connector download link)
🔹 Dashboard
Main system overview page
🔹 Daily Actions
Contains:
Tasks (schedule follow-ups, reminders, call backs)
Reporting
Call reporting (track outbound and inbound call activity)
Opportunities (Lead Pipelines, Deal Board, Follow Up Pipeline etc)
🔹 Calendar
Booking calendar
Displays appointments booked by bot or manually added
🔹 Seller Conversations
All SMS conversations
Call logs
Central messaging area
🔹 Seller Tools
Contains:
Request Seller Call (JV submission form)
Lead Finder
Deal Analyzer (ChatGPT tool for offer analysis)
Help create wholesale offer
Help create novation offer
Submit JV lead & analyze property
Seller List Upload
Seller Contacts
Contracts
🔹 Settings
🔹 Marketing
Contains:
Workflows
Websites
Social Planner
🔹 Wavv Dialer (Separate Subscription)
Multi-line power dialer (up to 3 lines at once)
Used for higher-volume cold calling
📌 Closing Note
The most recent weekly training is always listed at the top of the Weekly Training section inside the OfferBolt Help Center. Check there anytime to review updates or revisit past walkthroughs.