Offerbolt

📧 Email Workflow

Learn what the DNC Opportunity Pipeline Workflows do

📵 DNC - Opportunity/Pipeline Workflows

Learn what triggers the Dead Leads pipelines and what are the actions of each workflow.

🪦 Dead Leads - Opportunity/Pipeline Workflows

Learn what triggers the  Cash Buyer Pipeline is and what are the actions of the workflow.

🤑 Cash Buyer Pipeline Workflow

Learn what triggers different stages in the Deal Board Pipelines and what are the actions of each workflow.

💸 Deal Board Pipeline Workflow

🤝💰 JV Deal Board Pipeline Workflow

Learn what triggers the Leads pipelines and what are the actions of each workflow.

🧲 Leads Pipeline Workflow

💰 Cash Buyer Initial Workflow

Learn how to use this workflow to update your contacts timezones

🕒 Update Contact Timezone Workflow

Learn how to use this workflow to remove opportunities for a group of contacts

🚮 Remove Opportunity Workflow

Learn how to set repeating tasks with this workflow

👩‍💻 Add Task Reminder Workflow

🤖 Bot Follow-up Workflow

Learn what PPL is, along with how the PPL workflow works along side the bot.

📊 Pay Per Lead (PPL) Workflow

Learn why a user would receive a user not assigned notification from the Initial SMS Workflow

👤 User Not Assigned Notifications

Learn how and when to create new drips within your workflows

🎬 Creating and Managing DRIPS Within Workflows

💦 Dripping Contacts Outside the Sending Window Workflow Notifications 🕗

🎙️ RVM (Ringless Voicemail) Workflow

Adjust drips to control the rate you send out messages to leads

💧 Adjusting Initial SMS Workflow Drips

Learn how to adjust workflow settings and wait event times

⏳ Editing Workflow Settings and Wait Event Times

Learn how to increase the amount of SMS you send out daily.

Increase Your Daily Drip! 🚀

Ensuring your initial workflow doesn't run out of leads

📮 How to Determine When to Add More Leads to Your SMS Workflow

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Workflows ease the process of messages and handling deal flow with the use of automation

Workflows

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Build your first workflow and watch it run end to end.

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