📅 Weekly Training Recording
This training covered generating property leads in the Leads app, refining searches, saving filters, and exporting lists for upload into OfferBolt. The walkthrough also explained how mobile and landline numbers are used in different workflows and where to start manual cold calling. Additional discussion addressed the updated LeadConnector Team Inbox filters and troubleshooting display issues in the mobile app.
🎯 What Was Covered
Using Team Inbox filters: Reviewed inbound and outbound conversations in LeadConnector, where the most recent messages appear first. Filters help narrow the inbox to a specific group of conversations, such as contacts assigned to a particular user.
Troubleshooting mobile display issues: Suggested clearing the app cache or uninstalling and reinstalling LeadConnector when filter controls do not display correctly.
Building a targeted lead search: Demonstrated selecting a city, ZIP code, county, or state, then narrowing results by property type, lead type, ownership information, property features, and mortgage information. The basic Leads app walkthrough used one location and one lead type at a time.
Combining filters and saving searches: Demonstrated narrowing absentee-owner results with a minimum equity percentage, saving the filters, and reusing them in another market by changing the location.
Exporting lead lists: Reviewed the recommended process of viewing search results, adding selected records to My Leads, and downloading with the Standard export option and skip-traced owner contact information. The training described a basic allowance of up to 25,000 downloads monthly, a maximum of 10,000 per download, and export availability for 40 days.
Submitting lists for upload: Explained using Seller Tools → Seller List Upload, completing the form, and clicking Submit. The team separates mobile numbers for the initial SMS workflow from landlines used for cold calling.
Starting manual cold calling: Reviewed accessing calling leads through Seller Conversation → Manual Actionand clicking Let’s Start. The system calls numbers one at a time, with the user, a virtual assistant, or a partner available to handle answered calls.
🎥 Watch the Training
🤖 How This Training Helps
How do I use the updated Team Inbox filters in LeadConnector?
What can I try when mobile app filter controls are not displaying correctly?
How do I search for leads in a specific city, county, ZIP code, or state?
How do I filter absentee owners by equity percentage?
How do I save search filters and reuse them in another market?
Which export options include owner names, phone numbers, and email addresses?
How many leads can I download at once?
Where do I submit my downloaded seller list for upload?
How are mobile and landline numbers separated for outreach workflows?
Where do I start manual cold calling in OfferBolt?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Return there to watch the latest session or revisit earlier walkthroughs.