Course Curriculum
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Left Main Demonstration
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What's Included in Left Main+?
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Left Main Quick Links Cheatsheet
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Left Main Pipeline Hack! Excel Sheet Walk Through
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What If I Want High Touch Support for My Left Main Org?
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FAQs
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Objective: Initial Account Setup
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Verify Your New Account
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How to Access the Setup Menu
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Your Setup Menu To-Do List
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Turn on Enhanced Profile User Interface and Field-Level Security for Permission Sets During Field Creation
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Menu Navigation and App Launcher Overview
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How Do I Reset My Salesforce Log In Password?
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Users: Permission Sets Explained
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How to Assign User Permission Sets
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Users: Add New User Licenses
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How to Remove Permissions for Employees to Delete Records
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How to Remove Transaction and Disposition Permissions from Users
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How to Create a User Custom Profile with Restricted Access
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How to Add Opportunity Team Roles
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How to Change the Homepage Dashboard
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How to Change Reset Password Policies
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How to Enable "Login As" Other Users
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What to Do if a User is Getting Locked Out on a Daily Basis
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How to Change the Default Lead Owner
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How to Mass Reassign Records + Remove User Access and Free Up a License
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Salesforce Mobile App: Overview
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Trailmix: Setup
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Objective: Data Integrity + Importing and Exporting Records
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What is a CRM?
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List Imports and Correctly Formatting Zip Codes
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How to Import Prospects
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How to Import Buyers
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Data Import Wizard
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How to Export Leads
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How to Export Notes
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How to Import Expenses WITHOUT Quickbooks Integration
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Salesforce Help Articles for Additional Learning
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Additional Resource: Cleaning Data in Excel
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Trailmix: Imports + Exports
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Objective: Mass Updates to Records
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How to Mass Delete Records
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Duplicate Rules and Records
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How to Add the Duplicate Checker to the Lead Page Layout
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Trailmix: Mass Updates to Records
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Objective: Calendar Management
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Einstein Activity Capture: How to Integrate Your Google or Microsoft 365 Calendars and Email
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How to Add a Task-Based Calendar
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How to Set Appointments on Calendar
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How to Create Recurring Calendar Events
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How to Add Additional Public Calendars
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Objective: Emails
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How to Connect a Google Account to Salesforce
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How to Edit Company Info Settings for Automated Email Templates
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How to Edit Org-Wide Email Template Phone Number and Logo
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How to Edit Email Templates
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How to Add Org Wide Email Address for "From User" Specific Email Alerts
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How to Send Emails Using the List View
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How to Send Mass Email Using Campaigns
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Merge Fields and Salesforce Classic Email Templates
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How to Enable Lightning Email Templates
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How to Access Lightning Email Templates
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How to Access Email Follow Up Sequences and Associated Classic Email Templates
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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.
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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.
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Training is easy to access and intuitive, with clear instructions and videos that walk you through step-by-step.
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Be the first to see upcoming features and updates, and we're here to support you every step of the way!