📅 Weekly Training Recording
This training covered adding team members, restarting after permanent account deletion, and navigating onboarding and support resources. The walkthrough also explained uploading seller lists, reviewing appointments, and preparing motivated seller leads for the Charge Up team.
🎯 What Was Covered
Adding team members: Go to Settings → Users → Add User. Enter the person’s name and email address; a phone number is optional. Review Roles and Permissions, select Admin or User, and save. The new user receives an email to create their password.
Restarting a deleted account: The call explained that permanently deleted accounts require a new signup, lead list, A2P registration, and phone numbers. CRM access begins after signup; messaging must wait for A2P approval.
Finding onboarding and training: Open Onboarding and Support → Onboarding → Start Your Onboarding Now. Complete the requested business information and attachments, and review the listed fees. Weekly training recordings are available through the Help Center.
Reviewing appointments: Go to Calendar → Appointment List View. Select Upcoming for scheduled appointments or All to review past appointments and identify sellers who need follow-up.
Uploading seller lists: Open Seller Tools → Seller List Upload, complete the form, and attach your exported list. Support filters for mobile numbers and uploads the contacts into your account and workflow.
Monitoring initial outreach: Check conversations and workflow enrollment to confirm activity. The account reviewed had 411 enrolled leads against a configured sending volume of 300 per day, leaving a limited supply for initial outreach. The trainer recommended monitoring enrollment and adding fresh lists.
Requesting seller calls: Before using Seller Tools → Request Seller Call, speak with the seller and gather their motivation, asking price, and relevant property information. Follow up with the Charge Up team by phone or through Circle. No guaranteed response time or plan-specific submission limit was confirmed during the call.
🎥 Watch the Training
🤖 How This Training Helps
How do I add a partner or virtual assistant to OfferBolt?
Where do I choose a new user’s role and permissions?
What is required to restart after permanent account deletion?
Where do I complete onboarding?
Where can I find weekly training recordings?
How do I review upcoming and past appointments?
Where do I submit a seller list for upload?
Why has activity slowed in my initial SMS workflow?
What information should I gather before requesting a seller call?
How do I follow up on a lead submitted to the Charge Up team?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. For account questions, use the support chat widget in the lower-right corner and select the relevant topic.