Course Curriculum

    1. Objective

    2. Intro to Left Main

    3. Go-Live Day Checklist and Left Main CRM Desk Reference

    4. What's Included in Left Main+?

    5. Integrations Lists

    6. How Does Left Main Help Real Estate Investment Teams Work Together?

    7. Left Main Pipeline Hack! Excel Sheet Walk Through

    8. Stay Up-to-Date: Product News

    1. Verify Your New Account

    2. Menu Navigation and App Launcher Overview

    1. How to Manually Add a Lead

    2. How to Convert a Lead to an Opportunity

    3. How to Convert a Lead to an Opportunity and Account

    4. How to Convert a Lead to an Account or Contact

    5. How to Convert an Opportunity to a Transaction

    6. Opportunities: How To Handle Multiple Properties Under One Seller

    7. How to Change an Opportunity Owner

    8. Transfer Records to a New Owner

    9. How to Create, Edit and Delete Fields

    10. Update Chatter, Notes, and Fields

    11. Utilize Filter Views

    12. Trailmix: Leads + Accounts + Opportunities

    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 Email Templates

    6. How to Add Org Wide Email Address for "From User" Specific Email Alerts

    7. How to Send a List Email

    8. How to Send Emails Using the List View

    9. How to Send Mass Email Using Campaigns

    10. Merge Fields and Salesforce Classic Email Templates

    11. How to Access Lightning Email Templates

    1. How to Create a Task

    2. Create A Task

    3. Where to View Tasks in Left Main

    4. Check Tasks And Mark Them Done

    5. How to Track User Productivity

    6. How To Change Task Subjects

About this course

  • 2 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!