Left Main Academy Knowledge Hub

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Course Curriculum

1. How to Screenshot Inactive Flows and Deactivate Them Again After the Spring 24 Release
2. How to Enable Lightning Email Templates
3. Spring 24 Release Customer Actions Required
4. How to Create a Flow to Stop Cadences
5. SmrtPhone: How to Install the SmrtPhone Package in Left Main and Connect Cadences and Campaigns
6. FAQs
7. 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 Convert a Lead to Opportunity
11. Video: How To Convert a Lead to Opportunity
12. PDF: How to Send Mass Email
13. Scribe: How to Submit a Support Case
14. Video: How to Submit a Support Case
15. PDF: How to Change Opportunity Owner
16. Video: How to Change Opportunity Owner
17. PDF: How to Add a Lead
18. Video: How to Add a Lead
19. PDF: How to Convert an Opportunity to a Transaction
20. Video: How to Convert an Opportunity to a Transaction
21. PDF: How to Use the Rehab Calculator
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. How to Make Opportunity Address the Transaction Name
57. Scribe: How to Subscribe to or Send Reports to Email
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. How To Utilize Interested Buyers Object
2. PDF: How to Add a Buyer
3. Video: How to Add a Buyer
4. Video: Lender Expenses & Transactions Expenses
5. Scribe: How to View the Transaction Object as a Disposition Manager
6. Video: How to View the Transaction Object as a Disposition Manager
7. Scribe: How To Change the Transactions Record Type
1. 360: Setting Up New User
2. 360: PowerDialer Demo
3. 360: How to Make a Call
4. 360: How to View Missed Calls
5. 360: How to Do a Cold Transfer
6. 360: How to Send Buyers List Text Blast
7. 360: How to Reassign Existing Number to Another User
8. 360: How to Create Templates
9. Left Main+ (360SMS / 360CTI) Release Notes 1.64
1. How to Create Lead Round Robin Rules
2. Beginner Flows
3. How to Create a Flow to Stop Cadences
4. Cadences: How to Edit/Add Email Templates
5. Cadences: How to Create Email and SMS Templates
6. Cadences: How to Add More Folders (Email, SMS, Tasks)
7. Cadences: How to Edit Automation (Lead, Opportunity, Contact)
8. Cadences: How to Link Numbers to Campaigns and Sync Campaign Name to Lead Source
9. Cadences: How to Add Cadence on Lead Records Triggered by Change of Status
10. Cadences: How to Add Cadence on Lead Records Triggered by Change of Status
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. What is a CRM?
2. How to Import Prospects
3. How to Import Buyers
4. Data Import Wizard
5. How to Export Leads
6. How to Import Expenses WITHOUT Quickbooks Integration
7. Salesforce Help Articles for Additional Learning
8. Trailmix: Imports + Exports
1. 360SMS Dev Series: Clean Up Duplicate Numbers in Phone Fields
1. Docusign: How to Connect
1. How to Edit Company Info Settings for Automated Email Templates
2. How to Edit Org-Wide Email Template Phone Number and Logo
3. How to Send Emails Using the List View
4. How to Send Mass Email Using Campaigns
5. How to Edit Email Templates
1. Integrations Lists
1. Introduction to Campaigns
2. How to Deactivate Campaigns
3. Direct Mail
1. How to Mass Delete Records
2. How to Mass Reassign Records + Remove User Access and Free Up a License
3. Duplicate Rules and Records
4. How to Add the Duplicate Checker to the Lead Page Layout
5. Trailmix: Mass Updates to Records
1. Intro to Project Management App
2. Quickbooks and Project Management
3. Scribe: How To Create A New Project
4. How to Create a New Project
5. Scribe: Creating A Project Without A Transaction
6. Creating a Project Without a Transaction
7. Project Management: Managing the Budget
8. Scribe: Project Management - Mass Adding Scope of Works to Milestones in Project Template
9. Project Management: Mass Adding Scope of Works to Milestones in Project Template
10. Scribe: How To Rearrange Tabs or Add Objects
11. How To Rearrange Tabs or Add Objects
12. How To Sort Milestones/SOW By Start Dates
13. Scribe: How to Create Project Templates
14. How to Create Project Templates
1. Quickbooks Online Overview
1. Left Main Retail App Walkthrough
2. Scribe: How To Get To Left Main Retail
3. How To Get To Left Main Retail
4. Scribe: How To Create Retail Lead
5. How To Create Retail Lead
6. Scribe: How to Convert an Existing Lead Record to a Retail Lead
7. How to Convert an Existing Lead Record to a Retail Lead
8. Scribe: How to Convert an Existing Opportunity Record to a Retail Opportunity
9. How to Convert an Existing Opportunity Record to a Retail Opportunity
10. Scribe: How to Segregate the Leads From Left Main Retail to Leftmain+ Through Filter Views
11. How to Segregate the Leads From Left Main Retail to Leftmain+ Through Filter Views
12. Scribe: How to Set an Appointment for an Opportunity Retail Record
13. How to Set an Appointment for an Opportunity Retail Record
14. Scribe: How to Complete a Task on Left Main Retail
15. How to Complete a Task on Left Main Retail
16. Left Main Retail Lead Intake and Acquisition Onboarding
17. Left Main Retail Transactions and Dispositions Onboarding
1. Salesforce Mobile App: Overview
2. Salesforce Mobile App: How to Modify Layout
3. How to Properly Convert a LEAD to an OPPORTUNITY
4. Salesforce Mobile App: How to Set Tasks
5. Salesforce Mobile App: How to Update Records
6. Salesforce Mobile App: How to View and Edit Notes
7. Salesforce Mobile App: How To Send And Read Text Messages
8. Salesforce Mobile App: How to See Appointments and Update the Opportunity Record
1. How to Map Lead Fields to Opportunities
2. How to Convert a Lead to an Opportunity
3. How to Convert a Lead to an Account or Contact
4. How to Create, Edit and Delete Fields
5. How to Map a New Lead Source to a Record Type
6. How to Separate Lead Types in List View
7. The Solution When You're Blocked from Converting a Lead to an Opportunity
8. Salesforce Standard Objects Glossary
9. Trailmix: Leads + Accounts + Opportunities
1. Your Setup Menu To-Do List
2. Menu Navigation and App Launcher Overview
3. Users: Add New User Licenses
4. Users: Permission Sets Explained
5. How to Assign User Permission Sets
6. How to Remove Permissions for Employees to Delete Records
7. How to Create a User Custom Profile with Restricted Access
8. How to Change the Default Lead Owner
9. How to Add Opportunity Team Roles
10. How to Change the Homepage Dashboard
11. Trailmix: Setup
1. SmrtPhone Overview
2. SmrtDialer Walk-Thru in Left Main
3. SmrtPhone: How to Install the SmrtPhone Package in Left Main and Connect Cadences and Campaigns
4. How to Connect Smrtphone to Cadences
5. Post Install Steps for SmrtPhone Package 1.88
6. SmrtPhone: SMS Chat Component Just Keeps Spinning/Loading
1. How to Create a Task
2. How to Track User Productivity
3. How To Change Task Subjects
1. Notice of New Contract
1. Zapier: How to Create Zapier Connections to Salesforce
2. Zapier: How To Connect MailChimp to Left Main
3. Zapier: How to Connect Sales Rabbit to Left Main
1. Zillow: How to Install and Configure Zillow Integration
1. How Can I Access Dark Mode for Salesforce and Left Main Academy?

About this course

Free
230 lessons

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Left Main Academy Certification
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Our new and improved Left Main REI training platform is intuitive, with a variety of materials and content to better serve you and each member of your real estate investment team.

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Knowledge Hub

Course Curriculum

Featured

Reyn's Onboarding Lessons

Lead Intake Specialist and Acquisition Specialist Training

System Administrator Training

Transaction Coordinator and Disposition Manager Training

360SMS + CTI

Automation

Calendar Management

Data Integrity + Importing and Exporting Records

Developer Series

Docusign

Emails

Integrations

Marketing

Mass Updates to Records

Project Management

Quickbooks Online

Retail +

Salesforce Mobile App

Salesforce Objects and Record Types

Setup

SmrtPhone

Tasks

Transaction Management

Zapier

Zillow

Miscellaneous FAQs

About this course

Additional courses

Left Main Academy Certification

Master Left Main to run your business so your business doesn't run you.