📅 Weekly Training Recording
In this week's OfferBolt training, we covered how to locate and manually add seller contacts, understand new lead notifications from the Leads App, and submit seller lists for uploading into OfferBolt.
The session also included walkthroughs of SMS workflows, reviewing seller conversations, managing unread messages, applying lead dispositions, and locating scheduled appointments. We discussed how to handle wrong numbers, opt-out requests, and leads that may need future follow-up.
🎯 What Was Covered
Finding and Adding Seller Contacts: How to search for existing contacts under Seller Tools → Seller Contacts or Conversations, clear filters when contacts do not appear, and manually add contacts using their name, phone number, property address, and optional email.
Understanding New Lead Email Notifications: How the Leads App sends notifications when new properties match previously saved search criteria, including location and property filters. These notifications do not mean the leads have automatically been added to your OfferBolt CRM.
Downloading and Uploading Seller Lists: How to review newly identified properties, add them to My Leads, export a list, and submit it through Seller Tools → Seller List Upload Request. The training also covered attaching the exported file and selecting the appropriate list information and SMS workflow.
Checking SMS Workflows and Remaining Contacts: How to navigate to Marketing → Workflows, review the Initial SMS workflow, check enrolled contacts and remaining contacts in the workflow, and understand how daily drip settings affect the rate at which a list is processed.
Reviewing Seller Conversations and Lead Dispositions: Why it is important to read the full conversation before responding or changing a lead's status. A response such as "yes" may confirm a wrong number rather than indicate interest in selling. The session also explained how dispositions such as Wrong Number, No Longer Own, and Not Interested are used.
Managing Unread Messages and Opt-Out Requests: How to review unread conversations, recognize contacts requesting no further communication, and check Do Not Disturb (DND) status. The training emphasized keeping contact records rather than deleting them and contacting support when an opt-out request is not handled correctly.
Finding Appointments and Requesting Support: How to review upcoming and previous appointments through Calendar → Appointment List View, request assistance through the OfferBolt support chat, and schedule a support call for account setup or troubleshooting.
🎥 Watch the Training
🤖 How This Training Helps
How do I find an existing seller contact in OfferBolt if the name is not appearing in my search?
How do I manually add a new seller contact to my OfferBolt account?
What does it mean when I receive an email saying new leads match my saved search?
How do I download leads from the Leads App and request an upload into OfferBolt?
Where can I check how many contacts remain in my Initial SMS workflow?
How do I determine whether a seller's response indicates interest, a wrong number, or a request to stop communication?
How do I update a seller's disposition and understand when a follow-up may occur?
What should I do when a contact requests no further communication but the conversation remains unread?
Where can I find my scheduled appointments and review previous bookings?
How do I contact OfferBolt support or schedule a support call?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section. Visit this section regularly to access the latest recordings, review previous sessions, and revisit the features and workflows covered during training.