📅 Weekly Training Recording
This week's training focused on practical workflows for managing seller leads inside OfferBolt, uploading and organizing seller lists, targeting cash buyers, and improving follow-up processes. Tommy also answered user questions about evaluating deals, using cash buyer filters, call recording settings, lead notifications, and locating training resources within the Help Center.
🎯 What Was Covered
Reviewing a condo deal using Deal Analyzer and identifying important due diligence items such as HOA fees, amenities, and rental restrictions.
How to upload seller lists into OfferBolt using the Seller List Upload tool and properly format CSV files.
Best practices for organizing imported contacts using tags, notes, tasks, and internal comments.
Using Seller Contacts to streamline calling, track conversations, and manage follow-up activities.
How call recording works and where to verify recording settings inside Phone Systems.
Using Cash Buyer filters to locate potential buyers and market properties to investors in specific target areas.
Accessing the Help Center, weekly training archives, and support resources for additional assistance.
🎥 Watch the Training
🤖 How This Training Helps
How do I upload a seller list into OfferBolt?
How do I convert my spreadsheet into a CSV file for importing?
Can OfferBolt upload my seller list for me?
How do I organize notes and follow-up reminders for seller conversations?
Where can I find call recordings inside OfferBolt?
How do I use the Cash Buyer filter to find potential investors?
How can I market a property to cash buyers in a specific area?
Where do I find previous weekly training recordings?
How do I create tasks and reminders for lead follow-up?
What should I do if my lead notification workflow stops working?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section in the Help Center. Be sure to check the latest training regularly for new workflows, platform updates, and implementation tips.