Course Curriculum

    1. Objective

    2. Intro to Left Main

    3. Go-Live Day Checklist and Left Main CRM Desk Reference

    4. What's Included in Left Main+?

    5. How Does Left Main Help Real Estate Investment Teams Work Together?

    6. Integrations Lists

    7. Left Main Pipeline Hack! Excel Sheet Walk Through

    8. Stay Up-to-Date: Product News

    1. Verify Your New Account

    2. How to Access the Setup Menu

    3. Menu Navigation and App Launcher Overview

    4. How to Change the Default Lead Owner

    5. Salesforce Mobile App: Overview

    1. Acquisitions Overview

    2. Acquisition Specialist Summary

    1. How to Manually Add a Lead

    2. How to Convert a Lead to an Opportunity

    3. How to Convert a Lead to an Opportunity and Account

    4. How to Convert a Lead to an Account or Contact

    5. How to Convert an Opportunity to a Transaction

    6. Explaining Opportunity Contract Signed to Transactions Object

    7. Opportunities: How To Handle Multiple Properties Under One Seller

    8. How to Change an Opportunity Owner

    9. Transfer Records to a New Owner

    10. How to Create, Edit and Delete Fields

    11. Update Chatter, Notes, and Fields

    12. How to Use the Rehab Calculator to Automatically Update the "Estimated Rehab Costs" Field

    13. Utilize Filter Views

    14. Trailmix: Leads + Accounts + Opportunities

    1. Brief Transactions Overview

    2. Notice of New Contract

    3. How to Add Fields to the Transaction That Map From the Opportunity

    4. How To Change the Transactions Record Type

    5. How to Edit Transaction Owner and Transaction Task Automation in Process Builder

    6. Lender Expenses and Transactions Expenses

    7. How to Change Default Transaction Owner Commission

    1. Einstein Activity Capture: How to Integrate Your Google or Microsoft 365 Calendars and Email

    2. How to Add a Task-Based Calendar

    3. How to Set Appointments on Calendar

    4. How to Create Recurring Calendar Events

About this course

  • 3 hours of video content

Benefits

We're excited to announce that we're launching Left Main Academy Certifications, your one-stop shop for free training! Our new training program is streamlined and intuitive with active content and lots more to come.

  • With our intuitive training platform and easy-to-access features, you'll be able to spend less time training and more time growing your business.

  • Training is easy to access and intuitive, with clear instructions and videos that walk you through step-by-step.

  • Be the first to see upcoming features and updates, and we're here to support you every step of the way!