Course Curriculum

    1. Sept 14, 2023 Release: Bulk Add a Cadence to Leads from List View

    2. Launch Control Integration: How it Works and Monitoring Your Conversations

    3. Introducing Next Best Action for Real Estate Investors

    4. FAQs

    5. Left Main Quick Links Cheatsheet

    1. Lead Intake Specialist Process 2023

    2. Acquisition Specialist Processes 2023

    3. Transaction Coordinator Process 2023

    4. Disposition Manager Process 2023

    1. Scribe: Utilize Filter Views

    2. Scribe: How to Update CHATTER, NOTES and FIELDS

    3. Video: How to Update CHATTER, NOTES and FIELDS

    4. Scribe: How To Check Tasks and Mark Them Done

    5. Video: How To Check Tasks and Mark Them Done

    6. Scribe: How To Create A Task

    7. Video: How to Create a Task

    8. Scribe: How To Transfer Records To New Owner

    9. Video: How To Transfer Records To New Owner

    10. PDF: How to Send Mass Email

    11. Scribe: How to Submit a Support Case

    12. Video: How to Submit a Support Case

    13. PDF: How to Change Opportunity Owner

    14. Video: How to Change Opportunity Owner

    15. Scribe: How to Manually Add a Lead

    16. Video: How to Add a Lead

    17. Scribe: How to Convert a Lead to an Opportunity and Account

    18. Video: How To Convert a Lead to Opportunity

    19. Scribe: How to Convert an Opportunity to a Transaction

    20. Video: How to Convert an Opportunity to a Transaction

    21. Scribe: How to Use the Rehab Calculator to Automatically Update the "Estimated Rehab Costs" Field

    22. Video: How to Use the Rehab Calculator

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

    24. Video: Explaining Opportunity Contract Signed to Transactions Object

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

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

    27. Scribe: How to Create an Acquisition Appointment

    1. Scribe: How To Update Timezone

    2. Video: How To Update Timezone

    3. Video: Self Purchasing Licenses

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

    5. Video and PDF: How To Add a New User

    6. PDF: How To Reset User Password

    7. PDF: How To Create Required Fields

    8. Video and PDF: How To Bulk Import Leads

    9. Scribe: How to Export Lead and Opportunity Records

    10. Video: How to Export Lead and Opportunity Records

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

    12. Video: How to Add Fields as Columns in List View

    13. Scribe: How To Check KPIs Of Appointments

    14. Video: How to Check KPIs Of Appointments

    15. Video and PDF: How To Assign New Roles

    16. Scribe: How to Create Email Template and Use Merge Field

    17. Video: How to Create Email Template and Use Merge Field

    18. Scribe: How To Create and Run Reports

    19. Video: How To Create and Run Reports

    20. PDF: How To Create and Edit Dashboards

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

    22. Video and PDF: How To Edit Reports For Acquisition Reps

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

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

    25. PDF: How To Edit Preferred Location Under Buyer Account

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

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

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

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

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

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

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

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

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

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

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

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

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

    39. Scribe: How To Edit Picklists For Event Subject

    40. Video and PDF: How To Edit The Preset Automated Tasks

    41. Video and PDF: How To Add Lead Source

    42. PDF: How To Switch To Kanban View

    43. PDF: How To Add Unqualified Reasons

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

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

    46. Video and PDF: How To Edit Page Layout

    47. Scribe: Adding Buyer Rating Values & Creating List Views

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

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

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

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

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

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

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

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

    56. Scribe: How to Subscribe to or Send Reports to Email

    57. How to Make Opportunity Address the Transaction Name

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

    59. Video: How to Change Reset Password Policies

    60. How to Enable "Login As" Other Users

    61. Video: How to Remove Transaction and Disposition Permissions from Users

    62. Video: Control Access to Records Using Record Types

    1. Notice of New Contract

    2. Scribe: How to Utilize the Interested Buyers Object

    3. PDF: How to Add a Buyer

    4. Video: How to Add a Buyer

    5. Video: Lender Expenses & Transactions Expenses

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

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

    8. Scribe: How To Change the Transactions Record Type

    1. 360: Setting Up New User

    2. 360: How to Make a Call

    3. 360: How to View Missed Calls

    4. 360: How to Do a Cold Transfer

    5. 360: How to Send Buyers List Text Blast

    6. 360: How to Reassign Existing Number to Another User

    7. 360: How to Create Templates

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

About this course

  • Free
  • 232 lessons

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