Watch our brief demo series or our full length recorded demos for an overview on the boberdoo system and its features and capabilities.

Inbound Marketing Activity

These videos cover your inbound traffic and how to get leads into the system.

System Overview
Lead Types
Ping Post Specifications
Form Builder

Tracking and Segmenting Leads

These videos cover the inbound lead tracking and segmenting options in your boberdoo system.

Vendors
Sources
Lead Rejects

Past Webinars

These videos are previous boberdoo U classes about the boberdoo system.

Using Refunds Instead Of Selling Calls On Duration
Data Security And The Vermont Data Broker Law
Pro Tips For Tickets
10 Things New boberdoo Users Should Know
Everything You Should Know About Open Enrollment

Partners

These videos cover setting up your partner accounts in basic and advanced detail.

Partner ABCs
Create a New Partner
Partner Billing Options
Add Money To Partner Account
Manage Partner Admin
Partner Tab - Distribution Logic, Active Account And Available Funds
Partner Tab - Filter Sets
Partner Tab - Sub Tabs
Sales Representatives
Filter List

Distributing Leads

These videos cover your outbound leads and lead buyers.

Create a Filter Set
Set Lead Delivery Methods
See Info Sent To Your Buyer
Copy an Existing Client or Lead Buyer
Enable Call Center Verification
Lead Distribution Logic
Data Retention

Reporting and Lead Tools

These videos cover your reporting options and some additional tools and features.

Tickets
Lead Refunds
Users and Groups
Notifications Manager
Leads Page Tools
Export Leads
Set Up Your Sendgrid
Column Priority Configuration
Lead Logs
Similarity Errors
Posting Specs
Leads Tab