📅 Weekly Training Recording
This training covered how to generate, download, and prepare lead lists using the Leads App, along with the daily actions users should monitor inside OfferBolt. The session also reviewed skip tracing, monthly lead limits, comparable properties, cash buyer workflows, message templates, DND settings, and how to stop automated messages when manually managing a conversation.
🎯 What Was Covered
How to generate lead lists using location and property filters, download them from My Leads, and submit files for upload to OfferBolt.
How skip tracing works with Leads App access, including the monthly limit of up to 25,000 generated leads and the monthly reset timing.
How to review Seller Conversation unread messages, appointments, and missed appointments as part of daily account management.
How to select export fields, include lead trace information, and filter downloaded phone numbers for mobile contacts before SMS campaigns.
How to review comparable properties in the Leads App, including sold properties, distance, property characteristics, and renovation differences.
How to upload and organize cash buyer or investor lists, use cash buyer workflows, and duplicate SMS and email snippets for specific campaigns.
How DND dispositions, bot controls, and active workflows affect outgoing messages, including the steps required to stop automated follow-up messages when taking over a conversation manually.
🎥 Watch the Training
🤖 How This Training Helps
How do I generate and download a lead list from the Leads App?
How do I make sure my downloaded leads include skip-traced contact information?
How many leads can I generate each month, and when does the monthly limit reset?
What should I check every day inside Seller Conversations and the appointment calendar?
How do I use the comparable properties section when reviewing a property?
How do I upload and organize a cash buyer or investor list?
Where can I find and duplicate cash buyer SMS and email templates?
How do I stop automated responses when I want to take over a seller conversation manually?
How do I remove a contact from an active workflow so scheduled messages stop?
How can I temporarily pause automated messaging across my account?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Previous weekly training recordings are also available there for reviewing specific OfferBolt topics and workflows.