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. What If I Want High Touch Support for My Left Main Org?

    6. FAQs

    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 Send Emails Using the List View

    8. How to Send Mass Email Using Campaigns

    9. Merge Fields and Salesforce Classic Email Templates

    10. How to Enable Lightning Email Templates

    11. How to Access Lightning Email Templates

    12. How to Access Email Follow Up Sequences and Associated Classic Email Templates

About this course

  • Free
  • 6.5 hours of video content
  • NEW Chapter Available as of May 1!
  • Transaction Management

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