Offerbolt

Filter your contact list to only include leads with mobile numbers

📱How To Filter A List To Only Mobile Numbers

Learn how to load csv data into Offerbolt as contacts.

📇 How do I export contacts from another system to OfferBolt?

💡CSV Headings for uploading your Contact list into OfferBolt

Learn how to enable the search option for a contacts address

👍 How To Enable Address Search for Contacts

Learn how to create a smart list for contacts already in OfferBolt

📝 Creating Smart Lists for Contacts Already In OfferBolt

Add contacts to the Initial SMS workflow to begin sending messages

📓 Add Existing Contacts to Initial SMS Workflow

Learn how you can add contacts to OfferBolt

➕ Adding Your Seller List into OfferBolt

🗑️ Deleting Contacts

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Organize your leads as contacts and utilize smart list to filter your contacts

Contacts

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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