📅 Weekly Training Recording
This weekly training covered how to manage seller leads after appointments are scheduled, including follow-ups, dispositions, tags, notifications, and Do Not Disturb settings. The session also reviewed OfferBolt Leads App subscriptions, seller list generation and uploads, manual cold calling, and ways to check whether a property may already be listed.
🎯 What Was Covered
How the Appointment Set tag affects automated seller conversations and what to do when additional follow-up is needed.
How to schedule a 3-day, 7-day, or other follow-up when a seller does not answer or additional information is still needed.
How to use dispositions, DNC, and Do Not Disturb after speaking with sellers who are not interested, are the wrong number, no longer own the property, or should no longer receive outreach.
How to star important leads, add notes, and schedule appointments so leads requiring manual follow-up are easier to locate.
How the OfferBolt Leads App works, including the difference between the CRM subscription and adding Leads App access.
How Seller List Upload works after a list has already been generated, including submitting the upload form and allowing time for the OfferBolt team to process the list.
How OfferBolt can support manual cold calling workflows, including using landline numbers, a dedicated calling number, and having a user, partner, or virtual assistant available to handle answered calls.
🎥 Watch the Training
🤖 How This Training Helps
How do I follow up with a seller after an appointment has already been scheduled?
Why did automated responses stop after an appointment was set?
How do I remove the Appointment Set tag so a seller conversation can continue?
How do I disposition a lead after speaking with the seller?
When should I use DNC or Do Not Disturb on a contact?
How do I subscribe to the Leads App from inside OfferBolt?
How do I submit a seller list for OfferBolt to upload?
Can I use OfferBolt to manually cold call landline numbers?
How do I keep track of leads that I need to call or follow up with later?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Review the latest training there for current walkthroughs, common questions, and OfferBolt workflow guidance.