Left Main Academy Intro Certification Course

Intro Certification

Left Main Academy

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Course Curriculum

1. Left Main Demonstration
2. Go-Live Day Checklist and Left Main CRM Desk Reference
3. What's Included in Left Main+?
4. Left Main Quick Links Cheatsheet
5. Left Main Pipeline Hack! Excel Sheet Walk Through
6. Left Main for Your Team
7. Learn More About the Direct Mail Add-on
8. Learn More About Our Project Management Add-on
1. Overview: 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. Integrations Lists
23. smrtPhone User? Here's an Overview
24. Trailmix: Setup
1. Overview: 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. Additional Resource: Cleaning Data in Excel
11. Salesforce Help Articles for Additional Learning
12. Trailmix: Imports + Exports
1. Overview: 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. 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
5. How to Add Additional Public Calendars
1. Overview: Emails
2. How to Connect a Google Account to Salesforce
3. How to Set Up a Personalized Email Signature
4. How to Edit Company Info Settings for Automated Email Templates
5. How to Edit Org-Wide Email Template Phone Number and Logo
6. How to Edit Email Templates
7. How to Add Org Wide Email Address for "From User" Specific Email Alerts
8. How to Send a List Email
9. How to Send Emails Using the List View
10. How to Send Mass Email Using Campaigns
11. Merge Fields and Salesforce Classic Email Templates
12. How to Enable Lightning Email Templates
13. How to Access Lightning Email Templates
14. How to Access Email Follow Up Sequences and Associated Classic Email Templates
15. Update Chatter Email From Name and Email Address in Salesforce Lightning
1. Overview: Tasks
2. Where to View Tasks in Left Main
3. How to Create a Task
4. How to Track User Productivity
5. How To Change Task Subjects
1. How to Manually Add a Lead
2. How to Map Lead Fields to Opportunities
3. How to Convert a Lead to an Opportunity and Account
4. How to Convert a Lead to an Opportunity
5. How to Convert a Lead to an Account or Contact
6. How Interested Buyers Works
7. How to Create, Edit and Delete Fields
8. How to Map a New Lead Source to a Record Type
9. How to Customize Tabs on a Record in Salesforce
10. Create a Salesforce Group and Share a List View with Group Members
11. Acquisition Specialist Summary
12. Salesforce Mobile App: How to Properly Convert a LEAD to an OPPORTUNITY
13. Salesforce Standard Objects Glossary
14. Trailmix: Leads + Accounts + Opportunities
1. Introduction to Campaigns
2. How to Deactivate Campaigns
3. Launch Control Integration: How it Works and Monitoring Your Conversations
4. Direct Mail Overview
5. Direct Mail Quick Reference Guide
6. Bonus: Launch Control
7. Bonus: Motivated Leads
8. Bonus: Need to Sell My House Fast
1. Cadences Overview
2. Cadences Desk Reference (to bookmark or print to PDF)
3. Cadences Configuration for All Phone Systems
4. Apply a Cadence to a Single Record
5. Apply Cadences in Bulk
6. Stop Cadences on Individual Records and in Bulk
7. Create a Cadence SMS Template
8. Add or Edit Cadences Folders (Email, SMS, Tasks)
9. Add or Edit Cadences Email Templates
10. How to Customize the "From Email" Address for Cadences
11. Create a Flow to Stop Cadences
12. Add a Cadence to Lead Records Triggered by Change of Status
13. Fix SMS Cadence Template Issue by Updating the Object Field
14. Create Lead Round Robin Rules
15. How to Link Numbers to Campaigns and Sync Campaign Name to Lead Source
1. Dashboards And Reports Overview Webinar
2. Creating a Report
3. How to Build Financial and Revenue Reports
4. How to Add Goals to Reports and Dashboards
5. How to Add A Column to a Report
6. How to Edit Reports for Acquisition Reps
7. How to Create Call Reports (Non 360 user)
8. How to Track User Productivity
9. Adding Summary Formulas: How to Create a Report on the Percentage of Leads Converted to Opportunities
10. Email Status Reports
11. Create a Lead Email Bounce and Opt-Out Report
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. 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 the 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. Brief Transactions Overview
2. Notice of New Contract
3. How to Convert an Opportunity to a Transaction
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. How to Access Salesforce Trailhead
2. How to Merge Salesforce Trailblazer Accounts
3. How to Assign Trailhead Modules to Team Members
1. How To Grant Left Main Access To Your Org
2. How to Access Left Main Support Cases: Why can't I see my Customer Success Specialist info and case history?
3. How to Submit a Support Case
4. How to Join the Left Main Facebook Group
5. Not yet a Left Main customer? Learn how to take Left Main for a test drive.
6. FAQs
7. For the latest tips, product news and more, check out our blog!
8. We Want to Hear From You!

About this course

Free
5 hours of video content

Benefits

We're excited to announce that we're launching the Left Main Academy Intro 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.

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Additional Learning

Master and Automate Direct Mail Marketing
Course
Drive results efficiently with targeted direct mail campaigns without leaving your Left Main CRM!

Free

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Intro Certification

Course Curriculum

Welcome to Left Main!

Initial Account Setup

Data Integrity + Importing and Exporting Records

Mass Updates to Records

Calendar Management

Emails

Tasks

Working with Leads + Accounts + Opportunities

Marketing

Cadences + Automation

Dashboards + Reports

Disposition Management

Transaction Management

Salesforce Trailhead

Contacting Left Main REI

About this course

Benefits

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

Additional Learning

Master and Automate Direct Mail Marketing