📅 Weekly Training Recording
This week's training focused on navigating the OfferBolt platform, understanding the primary workspace, and managing leads throughout the sales process. The session also covered calendars, conversations, workflows, importing leads, and using the mobile app to stay up to date while away from a computer.
🎯 What Was Covered
Overview of the OfferBolt dashboard and where to find the platform's primary tools.
Using the Calendar to manage appointments booked through the system.
Accessing Conversations to monitor and respond to lead communications.
Reviewing contacts and understanding how imported leads enter automated workflows.
Managing workflow enrollment and daily SMS sending limits for imported lead lists.
Using the Deal Board (Opportunities) to track leads as they move through the sales pipeline.
Leveraging the LeadConnector mobile app to manage conversations, appointments, and daily activity without logging into a computer.
🎥 Watch the Training
🤖 How This Training Helps
How do I navigate the OfferBolt dashboard?
Where can I find my appointments?
How do I view and reply to lead conversations?
How do imported leads enter workflows?
How are SMS messages sent to newly imported leads?
How do I monitor workflow progress?
How do I move a deal through the Deal Board?
How do I track contracts inside the pipeline?
Can I manage OfferBolt from the LeadConnector mobile app?
Where can I see my daily lead activity?
📌 Closing Note
The newest weekly training is always listed at the top of the OfferBolt Training section, making it easy to access the latest platform walkthroughs, feature updates, and best practices.