Knowledge Hub
Welcome to Left Main Academy's Knowledge Hub. In search of all training content Left Main has to offer? You're in the right place!
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