📅 Weekly Training Recording
This weekly training covered practical account management inside OfferBolt, including lead list uploads, SMS workflow timing, inbound call forwarding, appointment management, and seller conversations. The session also walked through the updated account navigation and billing areas, including how to review usage charges, wallet transactions, and available Help Center resources.
🎯 What Was Covered
Preparing and submitting lead lists for upload, including which contact and property fields can be mapped into OfferBolt.
Understanding how leads progress through SMS workflows and why different groups of leads may be waiting for later follow-up messages.
How inbound calls to assigned OfferBolt numbers are forwarded to your phone without exposing your personal phone number.
Reviewing calendar appointments, rescheduling missed appointments, and adjusting appointment availability to match your schedule. - Checking unread Seller Conversations and determining when messages should be reviewed, answered, or marked as read.
Navigating the updated OfferBolt interface to locate tools, opportunities, tasks, reporting, Seller Tools, and lead submission options.
Using the Help Center and billing transaction details to understand subscription-related usage, wallet recharges, and individual account charges.
🎥 Watch the Training
🤖 How This Training Helps
How do I prepare a lead list before sending it to OfferBolt for upload?
Why are some of my leads receiving messages while others are waiting in the workflow?
How do inbound calls from leads get forwarded to my phone?
Will leads be able to see my personal phone number when they call back?
How do I review and reschedule missed appointments in my OfferBolt calendar?
How do I adjust my calendar availability so appointments match my schedule?
Why are some Seller Conversation messages still showing as unread?
Where can I find billing details and review individual account transactions?
How do I locate Seller Tools, workflows, opportunities, and other features in the updated OfferBolt interface?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section so you can quickly find the latest session.