Left Main Academy Certification Course

Left Main Academy Advanced Certification

Course Curriculum

1. Left Main Demonstration
2. What's Included in Left Main+?
3. Left Main Quick Links Cheatsheet
4. Left Main Pipeline Hack! Excel Sheet Walk Through
5. Product News
1. Objective: Initial Account Setup
2. Verify Your New Account
3. How to Access the Setup Menu
4. Your Setup Menu To-Do List
5. Turn on Enhanced Profile User Interface and Field-Level Security for Permission Sets During Field Creation
6. Menu Navigation and App Launcher Overview
7. How Do I Reset My Salesforce Log In Password?
8. Users: Permission Sets Explained
9. How to Assign User Permission Sets
10. Users: Add New User Licenses
11. How to Remove Permissions for Employees to Delete Records
12. How to Remove Transaction and Disposition Permissions from Users
13. How to Create a User Custom Profile with Restricted Access
14. How to Add Opportunity Team Roles
15. How to Change the Homepage Dashboard
16. How to Change Reset Password Policies
17. How to Enable "Login As" Other Users
18. What to Do if a User is Getting Locked Out on a Daily Basis
19. How to Change the Default Lead Owner
20. How to Mass Reassign Records + Remove User Access and Free Up a License
21. Salesforce Mobile App: Overview
22. Trailmix: Setup
1. Objective: Data Integrity + Importing and Exporting Records
2. What is a CRM?
3. List Imports and Correctly Formatting Zip Codes
4. How to Import Prospects
5. How to Import Buyers
6. Data Import Wizard
7. How to Export Leads
8. How to Export Notes
9. How to Import Expenses WITHOUT Quickbooks Integration
10. Salesforce Help Articles for Additional Learning
11. Additional Resource: Cleaning Data in Excel
12. Trailmix: Imports + Exports
1. Objective: Mass Updates to Records
2. How to Mass Delete Records
3. Duplicate Rules and Records
4. How to Add the Duplicate Checker to the Lead Page Layout
5. Trailmix: Mass Updates to Records
1. Objective: Calendar Management
2. Einstein Activity Capture: How to Integrate Your Google or Microsoft 365 Calendars and Email
3. How to Add a Task-Based Calendar
4. How to Set Appointments on Calendar
5. How to Create Recurring Calendar Events
6. How to Add Additional Public Calendars
1. Objective: Emails
2. How to Connect a Google Account to Salesforce
3. How to Edit Company Info Settings for Automated Email Templates
4. How to Edit Org-Wide Email Template Phone Number and Logo
5. How to Edit Email Templates
6. How to Add Org Wide Email Address for "From User" Specific Email Alerts
7. How to Manually Send a Single Email
8. How to Send Emails Using the List View
9. How to Send Mass Email Using Campaigns
10. Merge Fields and Salesforce Classic Email Templates
11. How to Enable Lightning Email Templates
12. How to Access Lightning Email Templates
13. How to Access Email Follow Up Sequences and Associated Classic Email Templates
1. Objective: Tasks
2. How to Create a Task
3. How to Track User Productivity
4. How To Change Task Subjects
1. Objective: Leads + Accounts + Opportunities
2. How to Map Lead Fields to Opportunities
3. How to Convert a Lead to an Opportunity
4. Salesforce Mobile App: How to Properly Convert a LEAD to an OPPORTUNITY
5. How to Convert a Lead to an Account or Contact
6. How to Create, Edit and Delete Fields
7. How to Map a New Lead Source to a Record Type
8. How to Customize Tabs on a Record in Salesforce
9. Salesforce Standard Objects Glossary
10. Trailmix: Leads + Accounts + Opportunities
1. Objective: Marketing
2. Introduction to Campaigns
3. How to Deactivate Campaigns
4. Bonus: Motivated Leads
5. Bonus: Need to Sell My House Fast
1. Objective: Direct Mail
2. Harness the Power of Direct Mail
3. Direct Mail Overview
4. Direct Mail Quick Reference Guide
5. Direct Mail List Import and Correctly Formatting Zip Codes
6. How to Regenerate a Preview
7. Where to Access the Order Reject Reason
1. Objective: Automation
2. Streamline Lead Management with Left Main's Powerful Cadences
3. Cadences Overview
4. How to Create Lead Round Robin Rules
5. Cadences: How to Edit/Add Email Templates
6. Cadences: How to Create a Cadence SMS Template
7. Cadences: How to Add Cadence (Automated Task, Text, and Email)
8. Cadences: How to Add More Folders (Email, SMS, Tasks)
9. Cadences: How to Edit Automation (Lead, Opportunity, Contact)
10. Cadences: How to Add Cadence on Lead Records Triggered by Change of Status
11. Cadences: How to Fix SMS Cadence Template Issue by Updating the Object Field
12. Flows and Cadences: A One-on-One with Stephanie Betters
1. Integrations Lists
2. ATTOM Data Integration
3. Docusign: How to Connect
4. Quickbooks Online Overview
5. QuickBooks Refresh and Counting Explained
6. smrtPhone Overview
7. smrtPhone: How to Add Users
8. smrtPhone: How to Access Call Recordings
9. smrtPhone: How to Install the smrtPhone Package in Left Main and Connect Cadences and Campaigns
10. Zapier: How to Create Zapier Connections to Salesforce
11. Zillow: How to Install and Configure Zillow Integration
12. Bonus: Launch Control
1. Objective: Dashboards + Reports
2. Dashboards And Reports Overview Webinar
3. Creating a Report
4. How to Build Financial and Revenue Reports
5. How to Add Goals to Reports and Dashboards
6. How to Add A Column to a Report
7. How to Edit Reports for Acquisition Reps
8. How to Create Call Reports (Non 360 user)
9. How to Track User Productivity
10. Adding Summary Formulas: How to Create a Report on the Percentage of Leads Converted to Opportunities
11. Email Status Reports
12. How to Export a Report to an Excel Sheet
13. Making Dashboards
14. How to Customize KPI Goals on Dashboard
15. How to View Dashboards for Left Main + 360SMS/CTI
16. How to Check Your Dashboard on the Salesforce Mobile App
17. How to Convert a 360 Report to a SmrtPhone Report
18. How to Standardize Chart Colors
19. Trailmix: Dashboards + Reports
1. Objective: Disposition Management
2. How Does Left Main REI Support Real Estate Disposition Managers?
3. How to Add a Buyer
4. PDF: How to Add a Buyer
5. How to Import Buyers List, Map Fields and Link Buyers to Accounts and Contact Records
6. Lender Expenses & Transactions Expenses
7. How To Utilize Interested Buyers Object
8. Scribe: How to View the Transaction Object as a Disposition Manager
9. Video: How to View the Transaction Object as a Disposition Manager
10. How To Change the Transactions Record Type
11. Trailmix: Disposition Management
1. Objective: Team Management + Salesforce Trailhead
2. How to Access Salesforce Trailhead
3. How to Merge Salesforce Trailblazer Accounts
4. How Does Left Main Help Real Estate Investment Teams Work Together?
5. How to Assign Trailhead Modules to Team Members
6. Teams and Dashboards
1. Objective: Transaction Management
2. Brief Transactions Overview
3. Notice of New Contract
4. How to Add Fields to the Transaction That Map From the Opportunity
5. How To Change the Transactions Record Type
6. How to Change the Transaction Path
7. How to Edit Transaction Owner and Transaction Task Automation in Process Builder
8. Lender Expenses and Transactions Expenses
9. How to Change Default Transaction Owner Commission
1. Objective: Retail App
2. Dominate the Real Estate Market with Our Retail App Add-on
1. Objective: Project Management
2. Streamline Project Management with Our Powerful Add-On
1. Objective: Salesforce Maps
1. Objective: Self-Storage
1. Objective: Contacting Left Main REI
2. How To Grant Left Main Access To Your Org
3. How to Access Left Main Support Cases: Why can't I see my Customer Success Specialist info and case history?
4. How to Submit a Support Case
5. How to Join the Left Main Facebook Group
6. Not yet a Left Main customer? Learn how to take Left Main for a test drive.
7. For the latest tips, product news and more, check out our blog!
8. We Want to Hear From You!

About this course

Free
Summer Release July 31!

Benefits

We're excited to announce that we're launching the Left Main Academy Certification, 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!

Left Main Academy: Master running the most powerful CRM for real estate professionals so your business doesn't run you.

Enroll

Additional Learning

Left Main Academy Intro Certification
Course
5.0 average rating (6 reviews)

With 15 chapters and approximately 5.5 hours of snackable video lessons, this certification serves as complementary support alongside our customer success team to help real estate investors get the most out of their heart of operations.

Free

Enroll for free

Welcome to Left Main!

Initial Account Setup

Data Integrity + Importing and Exporting Records

Mass Updates to Records

Calendar Management

Emails

Tasks

Leads + Accounts + Opportunities

Marketing

Direct Mail

Automation

Integrations

Dashboards + Reports

Disposition Management

Team Management + Salesforce Trailhead

Transaction Management

Retail App

Project Management

Salesforce Maps

Self-Storage

Contacting Left Main REI

About this course

Left Main Academy Intro Certification