📅 Weekly Training Recording
This week's training focused on helping users successfully upload and manage lead lists, navigate OfferBolt support resources, and understand how automated workflows operate within the platform. The session included live Q&A covering onboarding, mobile app usage, voicemail setup, lead dispositions, campaign management, and workflow automation.
🎯 What Was Covered
How to upload and manage lead lists using the Leads App, including exporting and importing up to 25,000 skip-traced leads per month.
Using OfferBolt support through email, chat, and one-on-one Zoom sessions for hands-on assistance.
Overview of OfferBolt's automated seller outreach, follow-up sequences, appointment booking, and lead management workflows.
How new users can access onboarding resources, weekly training recordings, and Help Center articles.
Best practices for managing lead volume, maintaining consistent daily messaging, and avoiding interruptions in outreach.
Using the Lead Connector mobile app to monitor conversations, receive appointment notifications, call sellers, and manage responses.
How to update lead dispositions, remove contacts from workflows, manage DNC requests, and stop automated communications when necessary.
🎥 Watch the Training
🤖 How This Training Helps
How do I upload leads into OfferBolt?
How can I get help if I'm stuck loading a lead list?
Where can I find OfferBolt training recordings?
How do automated follow-ups work after a seller responds?
How do I stop messages from being sent to a specific contact?
How do I mark a lead as Do Not Contact?
What should I do after completing onboarding?
How does the mobile app help manage seller conversations?
How do I set up voicemail for inbound seller calls?
How do I keep my lead flow active without running out of contacts?
📌 Closing Note
The most recent Weekly Training recording is always posted at the top of the OfferBolt Training section inside the Help Center. Be sure to check back regularly for new training sessions, feature walkthroughs, and operational best practices.