📅 Weekly Training Recording
This session focused on helping users restart their OfferBolt accounts after being inactive, properly use the Leads App alerts feature, and troubleshoot workflow message flagging issues. The team walked through reviewing missed appointments, checking unread seller conversations, uploading new lead lists, and understanding onboarding timelines for new LLC approvals. Additional guidance was provided on adjusting lead filters and preventing SMS workflows from being flagged.
🎯 What Was Covered
Steps to restart your account after being inactive (review calendar, check unread conversations, add new leads)
How to review past missed appointments and cold call old prospects
Contacting support to help pull and upload filtered lead lists
Onboarding expectations for new LLC approvals and SMS business verification timelines
How to open and use saved search lead alerts correctly from email
Adjusting minimum years of ownership in lead filters to avoid newly purchased properties
Evaluating “upside-down” properties and when they may still be viable (rent vs. mortgage analysis)
Preventing workflow messages from getting flagged (avoiding long pauses, changing snippets correctly, drip pacing)
Registering phone numbers through Free Caller Registry to reduce spam labeling
How support can assist with safely republishing paused workflows
🎥 Watch the Training
🤖 How This Training Helps
How do I restart my OfferBolt account after being inactive?
Where do I check for missed appointments in my calendar?
How do I review unread seller conversations?
How do I pull and upload a new lead list with support?
How long does SMS approval take for a new LLC?
How do I open saved lead alerts from my email correctly?
How do I adjust minimum years of ownership in my lead filters?
Should I market to upside-down properties?
Why are my workflow messages getting flagged?
How do I safely republish a paused workflow without increasing error rates?
How do I register my phone numbers to prevent spam filtering?
📌 Closing Note
The most recent Weekly Training call is always listed at the top of the OfferBolt Training section. Be sure to check back regularly to stay up to date and keep your system running efficiently.