Course curriculum

    1. Welcome to Left Main Onboarding

    2. Why Start with the Foundations?

    1. Chapter Purpose

    2. Logging In and Home Screen

    3. Objects, Records, Fields & How They Connect

    4. List Views, Display Options, & Global Search

    5. Understanding a Record Page, Activities, Tasks, Events, Calls, SMS, & Chatter

    6. Related List Quick Links

    7. Accounts, Contacts, and Person Accounts

    8. Understanding Cadences

    9. Reports and Dashboards

    10. Recap

    11. Glossary

    1. Chapter Purpose

    2. How Leads Enter Left Main

    3. From Lead to Opportunity

    4. The Acquisition Journey

    5. From Opportunity to a Transaction

    6. The Disposition Journey

    7. Understanding Team Handoffs

    8. How Cadences Support the Journey

    9. Why Accurate and Timely Data Matters

    10. Putting the Complete Journey Together

    11. Recap

    1. Chapter Purpose

    2. Starting Your Day as a Lead Manager

    3. Reviewing the Lead Record Page

    4. Understanding Lead Statuses and Conversion

    5. Creating and Saving a Lead

    6. Lead Sources for Accurate Reporting

    7. How to Use Property Analysis Tab

    8. How to Manually Add and Stop Cadence for Leads

    9. Lead Management Full Walkthrough

    10. Recap

    11. Glossary

    1. Chapter Purpose

    2. Starting Your Day as an Acquisition Manager

    3. Reviewing the Opportunity Record Page

    4. Understanding Opportunity Stages

    5. Opportunity Management Full Walkthrough

    6. Recap

    7. Glossary

    1. Chapter Purpose

    2. Starting Your Day as a Disposition Manager and/or Transaction Coordinator

    3. Reviewing the Transaction Record Page

    4. Understanding Transaction Path and Disposition Status

    5. Adding a Transaction Expense and Vendor Account

    6. How to Add and Assign Interested Buyers

    7. Transaction Management Full Walkthrough

    8. Recap

    9. Glossary

About this course

  • Free
  • 54 lessons
  • 2 hours of video content

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