Left Main Academy

Salesforce Maps Demo and Resources

Direct Mail v. 1.77 Package Update: 2 new postcards added (including a Spanish one!) and 1 letter

How to Screenshot Inactive Flows and Deactivate Them Again to Prepare for a Package Release or Update

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

How to Access Cadences SMS Templates

Cadences: How to Fix SMS Cadence Template Issue by Updating the Object Field

How to Create a Flow to Stop Cadences

SmrtPhone: How to Install the SmrtPhone Package in Left Main and Connect Cadences and Campaigns

FAQs

Left Main Quick Links Cheatsheet

Lead Intake Specialist Process 2023

Acquisition Specialist Processes 2023

Transaction Coordinator Process 2023

Disposition Manager Process 2023

Scribe: Utilize Filter Views

Scribe: How to Update CHATTER, NOTES and FIELDS

Video: How to Update CHATTER, NOTES and FIELDS

Scribe: How To Check Tasks and Mark Them Done

Video: How To Check Tasks and Mark Them Done

Scribe: How To Create A Task

Video: How to Create a Task

Scribe: How To Transfer Records To New Owner

Video: How To Transfer Records To New Owner

PDF: How To Convert a Lead to Opportunity

Video: How To Convert a Lead to Opportunity

PDF: How to Send Mass Email

Scribe: How to Submit a Support Case

Video: How to Submit a Support Case

PDF: How to Change Opportunity Owner

Video: How to Change Opportunity Owner

PDF: How to Add a Lead

Video: How to Add a Lead

PDF: How to Convert an Opportunity to a Transaction

Video: How to Convert an Opportunity to a Transaction

PDF: How to Use the Rehab Calculator

Video: How to Use the Rehab Calculator

Scribe: How To Handle Multiple Properties Under One Seller (Acquisition)

Video: Explaining Opportunity Contract Signed to Transactions Object

Scribe: How to Add Cadence (Automated Task, Text, and Email)

Video: How to Add Cadence (Automated Task, Text, and Email)

Scribe: How to Create an Acquisition Appointment

Scribe: How To Update Timezone

Video: How To Update Timezone

Video: Self Purchasing Licenses

How to Mass Reassign Records + Remove User Access and Free Up a License

Video and PDF: How To Add a New User

PDF: How To Reset User Password

PDF: How To Create Required Fields

Video and PDF: How To Bulk Import Leads

Scribe: How to Export Lead and Opportunity Records

Video: How to Export Lead and Opportunity Records

Scribe: Video: How to Add Fields as Columns in List View

Video: How to Add Fields as Columns in List View

Scribe: How To Check KPIs Of Appointments

Video: How to Check KPIs Of Appointments

Video and PDF: How To Assign New Roles

Scribe: How to Create Email Template and Use Merge Field

Video: How to Create Email Template and Use Merge Field

Scribe: How To Create and Run Reports

Video: How To Create and Run Reports

PDF: How To Create and Edit Dashboards

Video and PDF: How To Customize Kpi Goals (GAUGE CHART) On Dashboard

Video and PDF: How To Edit Reports For Acquisition Reps

Video and PDF: How to Update or Change User's Permission

Video and PDF: How To Grant Left Main Access To Your Org

PDF: How To Edit Preferred Location Under Buyer Account

Video and PDF: How To Connect Additional Email Addresses/Email Calendar

Video and PDF: How To Export Existing Report To An Excel Sheet

Video and PDF: How To Map Newly Created Custom Field From Opportunity To Transactions

Scribe: How To Rearrange The Components Of Your Page Layout? (Add Apps From Appexchange)

Video: How To Rearrange The Components Of Your Page Layout? (Add Apps From Appexchange)

Video and PDF: How to In-Line Edit While In All Leads View

Scribe: How To Edit Lead Status Funnels (Lead Process)

Scribe: How To Edit Opportunity Stage Funnels (Stages Process)

Video: How To Edit Opportunity Stage Funnels (Stages Process)

Scribe: How To Edit Transactions Path Funnels (Transactions Process)

Video: How To Edit Transactions Path Funnels (Transactions Process)

Scribe: How To Edit Dispositions Path Funnels (Disposition Process)

Video: How To Edit Dispositions Path Funnels (Disposition Process)

Scribe: How To Edit Picklists For Event Subject

Video and PDF: How To Edit The Preset Automated Tasks

Video and PDF: How To Add Lead Source

PDF: How To Switch To Kanban View

PDF: How To Add Unqualified Reasons

Video and PDF: How To Add A Column To A Report

Video and PDF: How To Add Custom Fields on Lead Records

Video and PDF: How To Edit Page Layout

Scribe: Adding Buyer Rating Values & Creating List Views

Scribe: How To Add/Edit/View List View Filters (Leads, Opportunity, Tasks)

Scribe: How To Map Custom Created Fields From Leads To Opportunity

Video: How To Map Custom Created Fields From Leads To Opportunity

Video: How to Add and Remove Utility Items on Your Utility Bar

Scribe: How to Sync your Campaign Name to your Lead Source

Video: How to Sync your Campaign Name to your Lead Source

Scribe: How to Turn Notifications on for New Leads Through Campaign Object

Video: How to Turn Notifications on for New Leads Through Campaign Object

Scribe: How to Subscribe to or Send Reports to Email

How to Make Opportunity Address the Transaction Name

Video and PDF: How To Add Missing Objects to Sales App

Video: How to Change Reset Password Policies

How to Enable "Login As" Other Users

Video: How to Remove Transaction and Disposition Permissions from Users

Video: Control Access to Records Using Record Types

How To Utilize Interested Buyers Object

PDF: How to Add a Buyer

Video: How to Add a Buyer

Video: Lender Expenses & Transactions Expenses

Scribe: How to View the Transaction Object as a Disposition Manager

Video: How to View the Transaction Object as a Disposition Manager

Scribe: How To Change the Transactions Record Type

360: Setting Up New User

360: How to Make a Call

360: How to View Missed Calls

360: How to Do a Cold Transfer

360: How to Send Buyers List Text Blast

360: How to Reassign Existing Number to Another User

360: How to Create Templates

Left Main+ (360SMS / 360CTI) Release Notes 1.64