📅 Weekly Training Recording
In this week’s training, we covered how to properly upload and access seller leads, how to track lead flow inside workflows, and how drip settings control daily SMS sends. We also reviewed filtering strategies for subject-to opportunities, discussed duplicate protection during lead uploads, and clarified how call forwarding works inside OfferBolt. The session included troubleshooting tips for wrong number dispositions and workflow behavior.
🎯 What Was Covered
How OfferBolt prevents duplicate contacts during lead uploads and updates existing records instead of creating duplicates
The correct process for opening seller leads from email links (must be logged into the Leads app in the same browser)
Where uploaded leads appear (Seller Contacts → Smart Lists)
How to locate initial sms workflow, drip tracking (Marketing → Workflows → Initial SMS)
Understanding daily drip limits (e.g., 300 per day), minute-based sending, and how leads move through automation
How to filter for subject-to opportunities using equity and mortgage filters (and limitations of interest rate data)
Creating custom workflows and snippets for subject-to messaging
How wrong number dispositions should automatically remove contacts from workflows and move them to dead/DNC pipelines
Why refreshing the browser may be necessary to see workflow updates
How call forwarding works when sellers call back (tracking numbers route to your phone without exposing your personal number)
Overview of OfferBolt’s automation: cold outreach, seller pre-qualification, DNC handling, and appointment booking
Sending contracts directly inside OfferBolt (PSAs, assignment agreements, JV contracts)
🎥 Watch the Training
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🤖 How This Training Helps
How do I make sure my leads don’t duplicate when uploading new lists?
Where do I find leads that were uploaded for me?
How do I see how many messages are going out per day in my workflow?
Why aren’t my leads appearing after I click the email link?
How does the drip system send messages throughout the day?
Can I create a custom workflow for subject-to offers?
Why aren’t my wrong number contacts moving to dead leads?
How does call forwarding work when sellers call back?
Can I send contracts directly through OfferBolt?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Be sure to check there first for the latest updates and walkthroughs.