📅 Weekly Training Recording
This weekly training covered several practical areas of managing an OfferBolt account, including viewing seller conversations, checking remaining leads in active workflows, and researching property comparables in the Leads App. The session also explained how multiple phone numbers are handled during lead uploads, how duplicate lead information is updated, and how unread messages and pipeline movements work.
🎯 What Was Covered
How to find seller messages by selecting Team Inbox → All in Conversations, along with troubleshooting steps when the Team Inbox is not visible.
How to check remaining leads by navigating to Marketing → Workflows and reviewing the contacts scheduled in the Initial SMS workflow.
When to prepare and submit additional leads so an active workflow can continue sending messages without running out of contacts.
How to search for a property in the Seller Tools Leads App, open Comps, and adjust criteria such as distance, listing status, and sale timeframe.
Why the same seller or property may appear multiple times when different mobile phone numbers are associated with the contact across uploaded lead lists.
How previously uploaded contacts are handled when a new list contains matching phone numbers, including updates to newer contact information instead of creating a duplicate based on that matching number.
How unread-message counts, Mark as Read, pipeline movements, and statuses such as wrong number, Dead Leads, and Do Not Call are handled within Conversations.
🎥 Watch the Training
🤖 How This Training Helps
How do I see all seller conversations in my Team Inbox?
What should I try if the Team Inbox is not showing in Conversations?
How do I check how many leads are still scheduled in my workflow?
When should I submit a new lead list so my messaging workflow can continue?
How do I find comparable properties using the Leads App?
How can I adjust the distance and other filters when reviewing property comps?
Why can the same seller or property appear multiple times in my conversations?
What happens when a new lead list contains a phone number that is already in my account?
What do the blue unread-message numbers mean, and how do I mark a conversation as read?
How can I review pipeline movements to understand what happened with a seller conversation?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Check there for the latest session and review previous trainings whenever you need a refresher.