📅 Weekly Training Recording
This week's training focused on managing active workflows, controlling lead volume, configuring Lead Connector, and handling inbound communications. The session also covered best practices for managing contacts, DNC requests, call recording, follow-up workflows, and troubleshooting mobile app notifications.
🎯 What Was Covered
Managing and pausing workflows before importing new lead lists.
Reducing daily SMS volume while allowing follow-up sequences to continue.
Configuring call forwarding, voicemail, and call recording settings.
Navigating the Lead Connector mobile app, including conversations, opportunities, and calendar features.
Managing contacts, understanding DNC status, and organizing follow-up workflows instead of deleting records.
Handling cash buyer contacts and moving leads between appropriate pipeline stages.
Troubleshooting Lead Connector notification issues and when to contact Support for additional assistance.
🎥 Watch the Training
🤖 How This Training Helps
How do I pause workflows before uploading new leads?
How can I reduce the number of SMS messages sent each day?
How do I configure call forwarding and voicemail?
Where do I enable call recording?
How do I use the Lead Connector mobile app?
What should I do with contacts marked as Do Not Call (DNC)?
How do I add a lead back into a follow-up workflow?
How should I organize cash buyer contacts?
Why am I not receiving Lead Connector notifications?
When should I contact OfferBolt Support for troubleshooting?
📌 Closing Note
The newest weekly training is always listed at the top of the OfferBolt Training section in the Help Center, making it easy to find the latest walkthroughs and product guidance.