📅 Weekly Training Recording
This weekly training focused on preparing, filtering, and importing contact lists into OfferBolt, including how to format CSV headings so fields map correctly during an import. The session also covered separating mobile and landline numbers, filtering litigators, monitoring imports for errors, and adding additional users to an OfferBolt account with the appropriate role and permissions.
🎯 What Was Covered
How to prepare and clean a contact list in Google Sheets before uploading it to OfferBolt.
How to remove unnecessary columns and use the correct CSV headings so contact fields map properly during import.
How to identify and remove contacts marked as litigators before outreach.
How to filter mobile, residential, and commercial phone types and create separate files for mobile numbers and landlines.
How to download cleaned lists as CSV files and import them through Seller Tools → Seller Contacts → Import.
How to monitor an import through Bulk Actions and review successful records or import errors.
How to add another person to an OfferBolt account through Settings → My Staff → Add User and configure user or admin permissions.
🎥 Watch the Training
🤖 How This Training Helps
How do I prepare a contact list before uploading it to OfferBolt?
How do I format my CSV headings so they map correctly during an import?
How do I remove litigators from a contact list before outreach?
How do I separate mobile numbers from landlines when preparing my list?
How do I import a CSV file into Seller Contacts?
Where can I check the status and errors from a contact import?
How do I add another user to my OfferBolt account?
What is the difference between user and admin access in OfferBolt?
Why can a number marked as mobile still return a landline or unreachable error?