📅 Weekly Training Recording
This training covered how the Initial SMS workflow operates, including duplicating the default workflow, configuring sending schedules, managing daily message volume, and understanding how contacts move based on their responses. The session also walked through incoming calls and call recording settings, accessing mobile notifications through the Lead Connector app, and checking the status of submitted leads.
🎯 What Was Covered
How to duplicate the default Initial SMS workflow instead of editing the original workflow.
How workflows can be organized by state or market and why separate phone numbers are recommended for separate workflows.
How Initial SMS sending schedules, daily drip volumes, message timeframes, and follow-up delays work.
How contacts automatically move to different workflows or pipeline stages based on their responses.
How to review incoming calls, use call details to identify which number was called, and check whether call recording is enabled.
How to access the Lead Connector mobile app and enable mobile notifications for customer activity.
How to follow up on submitted leads, request status updates, and use support when additional account-level assistance is needed.
🎥 Watch the Training
🤖 How This Training Helps
How do I duplicate the Initial SMS workflow before making changes?
How do I organize separate workflows for different states or markets?
How does the Initial SMS workflow determine when messages are sent?
How do I adjust the daily number of contacts receiving SMS messages?
What happens when a lead replies to an Initial SMS message?
How do I check the details of an incoming call?
How can I tell whether call recording is enabled for a phone number?
How do I get customer notifications on my phone using the Lead Connector app?
Where can I find the mobile app links inside OfferBolt?
How do I follow up on the status of a lead I submitted?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section, making it easy to find the latest walkthroughs and training topics.