The Technical Stuff

LeftMain+ Project Management App

Tutorial Title

Video link to Watch

PDF Tutorial to Follow

LeftMain+360 SMS

Objects Related Tutorials

How To Add Lead Source?

Editing Field Level Security

How To Switch To Kanban View?

PDF Tutorial (Read)

How To Add Unqualified Reasons?

PDF Tutorial (Read)

How To Add A Column To A Report

PDF Tutorial (Read)

How To Add Custom Fields On Leads?

PDF Tutorial (Read)

How To Add Fields On Your Page Layout?

PDF Tutorial (Read)

How To In Line Edit While In All Leads View?

PDF Tutorial (Read)

Adding Buyer Rating Values & Creating List Views

PDF Tutorial (Read)

How To Add Missing Objects On Sales For Left Main

PDF Tutorial (Read)

How To Edit Transaction Path/Dispo Path (Add Funnel/Path)

PDF Tutorial (Read)

How To Edit Status/Stage Labels On Leads And Opportunities?

PDF Tutorial (Read)

How To Filter The List View On Leads By Name, Alphabetically?

PDF Tutorial (Read)

How To Add/Edit/View List View Filters (Leads, Opportunity, Tasks)

PDF Tutorial (Read)

Automation Related

How To Setup Mailparser.Io?

PDF Tutorial (Read)

How To Use Zapier To Salesforce?

PDF Tutorial (Read)

How To Make A Round Robin? Easy Way

PDF Tutorial (Read)

How To Edit The Preset Automated Tasks?

PDF Tutorial (Read)

Adding Email Alerts To Process Builders

PDF Tutorial (Read)

How To Create Automated Task For Objects In Sf

PDF Tutorial (Read)

How To Make A Round Robin? (Leads And Acquisition)

PDF Tutorial (Read)

Launch Control And Salesforce Integration With Zapier

PDF Tutorial (Read)

How To Edit Out Somebody From Lead Object Round Robin?

PDF Tutorial (Read)

How To Setup Text Notification On Zapier (Step 2) (New Lead)

PDF Tutorial (Read)

How To View And Edit Automated Email Sequence? (Message, Signature, Test)

PDF Tutorial (Read)

Admin Related

Web To Lead

PDF Tutorial (Read)

Using Webforms

PDF Tutorial (Read)

Process Builder

PDF Tutorial (Read)

How To Add New User?

PDF Tutorial (Read)

How To Do Quickbooks?

PDF Tutorial (Read)

How To Make Dashboard?

PDF Tutorial (Read)

Self Purchasing Licenses

PDF Tutorial (Read)

How To Remove User Access?

PDF Tutorial (Read)

How To Add Email Accounts?

PDF Tutorial (Read)

How To Reset User Password?

PDF Tutorial (Read)

How To Reset Security Token?

PDF Tutorial (Read)

Dashboards And Reports Webinar

PDF Tutorial (Read)

Changing Reset Password Policies

PDF Tutorial (Read)

Process Builder And Email Alerts

PDF Tutorial (Read)

How To Create Required Fields In Sf?

PDF Tutorial (Read)

How To Check On Employee Productivity?

PDF Tutorial (Read)

How To Import Phone Numbers To Xencall?

PDF Tutorial (Read)

How To Customize Kpi Goals On Dashboard

PDF Tutorial (Read)

How To Edit Reports For Acquisition Reps

PDF Tutorial (Read)

How To Create A Custom Profile For Users

PDF Tutorial (Read)

Buyers List And Fb Marketplace (Facebook)

PDF Tutorial (Read)

How To Update Or Change User’S Permission?

PDF Tutorial (Read)

How To Grant Left Main Access To Your Org?

PDF Tutorial (Read)

How To Set Up Carrot Form To Salesforce Zapier

PDF Tutorial (Read)

How To Edit Preferred Location Under Buyer Account

PDF Tutorial (Read)

How To Connect Your Email And Calendar_ (First Login)

PDF Tutorial (Read)

How To Add Phone Number And Logos On Your Email Templates?

PDF Tutorial (Read)

How To Edit Messenger Ad Opt-In Message | Edit Content? (Facebook)

PDF Tutorial (Read)

How To Manage Your Teams’ Leads, Tasks, Opportunities, And Transactions?

PDF Tutorial (Read)

How To See Where Exactly Leads Are From On Facebook Ads Manager? (Facebook)

PDF Tutorial (Read)

How To Enable Einstein Activity Capture For Email And Calendar Connectivity?

PDF Tutorial (Read)

How To Connect Additional Email Addresses?

PDF Tutorial (Read)

How to export existing report to an excel sheet?

PDF Tutorial (Read)

How to review, activate, and deactivate processes in the process builders?

PDF Tutorial (Read)

How to check licenses availability?

PDF Tutorial (Read)

How to map newly created custom field from Opportunity to Transactions?

PDF Tutorial (Read)

How to change the default Transaction Owner Commission?

PDF Tutorial (Read)

DocuSign Related Tutorials

How To Give Left Main Team Docusign Access

PDF Tutorial (Read)

How To Map Docusign Templates Docusign Version 3

PDF Tutorial (Read)

How To Connect To Docusign In Salesforce

PDF Tutorial (Read)

How To Allow Companies To Only Need One Docusign Account?

PDF Tutorial (Read)

Adding Access To Users To Use Send Docusign Button

PDF Tutorial (Read)

Reconnecting Docusign Once You Change Your Password

PDF Tutorial (Read)

How To Send Contract On Docusign?

PDF Tutorial (Read)

Daily Processes Tutorial

How To Add A Lead?

PDF Tutorial (Read)

How To Add A Buyer?

PDF Tutorial (Read)

How To Use Chatter?

PDF Tutorial (Read)

How To Setup Calendar?

PDF Tutorial (Read)

How To Bulk/Mass Email?

PDF Tutorial (Read)

How To Send Support Case?

PDF Tutorial (Read)

How To Change Opportunity Owner?

PDF Tutorial (Read)

How To Bulk Import (Basic Leads)

PDF Tutorial (Read)

How To Send Contract On Docusign?

PDF Tutorial (Read)

How To Set Appointment On Left Main?

PDF Tutorial (Read)

How To Transfer Records To New Owner?

PDF Tutorial (Read)

How To Convert A Lead To Opportunity?

PDF Tutorial (Read)

How To Utilize Interested Buyers Object?

PDF Tutorial (Read)

How To Send Deals Out To Your Buyers List?

PDF Tutorial (Read)

How To View Your Appointment On Salesforce App?

PDF Tutorial (Read)

How To Edit Or Update Fields On Leads/Opportunities?

PDF Tutorial (Read)

How To Handle Multiple Properties? May, 2021/Lead Intake

PDF Tutorial (Read)

How To Handle Multiple Properties Under One Seller? (Acquisition)

PDF Tutorial (Read)

How To Manually Upload And Dial Your Own List On Xencall? (Cold Caller)

PDF Tutorial (Read)

How To Add A User Calendar On Your Calendar List And How To Turn Them On?

PDF Tutorial (Read)

How To Process A Lead As A Lead Intake Specialist? (With Tips On Follow Ups)

PDF Tutorial (Read)

(Workaround) How Can I Have My Lm Salesforce Appointment Show To My Google Calendar?

PDF Tutorial (Read)

How To Process An Opportunity Record As An Acquisition Specialist? (With Tips On Follow Ups)

PDF Tutorial (Read)

How to review the history of the changes made in fields?

PDF Tutorial (Read)

How to send bulk email/mass email using Campaigns?

PDF Tutorial (Read)

How to use the Rehab Calculator?

PDF Tutorial (Read)

How to convert an Opportunity To Transactions?

PDF Tutorial (Read)

How to update timezone?

PDF Tutorial (Read)

How to create Email template and use Merge Field?

PDF Tutorial (Read)

Mass Delete Records

PDF Tutorial (Read)

Mass Reassign Records

PDF Tutorial (Read)

Explaining Hierchy/Roles

PDF Tutorial (Read)

How To Bulk Import Leads?

PDF Tutorial (Read)

How To Create/Run Reports?

PDF Tutorial (Read)

What Is A Campaign Object?

PDF Tutorial (Read)

How To Bulk Delete Records

PDF Tutorial (Read)

How To Restore Deleted Date?

PDF Tutorial (Read)

Modifying Interested Buyer Section

PDF Tutorial (Read)

Assigning Campaigns By Lead Source

PDF Tutorial (Read)

How To Assign And Create New Roles?

PDF Tutorial (Read)

How To Import Bulk Buyer Part 1? Account

PDF Tutorial (Read)

How To Import Bulk Buyer Part 2? Contacts

PDF Tutorial (Read)

How To Prepare You Bulk Leads Import On Left Main?

PDF Tutorial (Read)

Edit Transaction Owner / Transaction Task Automation

PDF Tutorial (Read)

How to deactivate Campaigns?

PDF Tutorial (Read)

How to import prospect leads?

PDF Tutorial (Read)

Other Phone Systems

How To Integrate CallRail?

PDF Tutorial (Read)

How To Install Ring Central?

PDF Tutorial (Read)

Callrail To Salesforce Integration

PDF Tutorial (Read)

Other SMS Systems

How To Edit Sms Sequence Template? (Sms-Magic)

PDF Tutorial (Read)

Salesforce Mobile App Tutorials

How to activate LeftMain+ App on Mobile

PDF Tutorial (Read)

How To Set Tasks On Salesforce App?

PDF Tutorial (Read)

How To Update Records On Salesforce App?

PDF Tutorial (Read)

How To View And Edit Notes On Salesforce App?

PDF Tutorial (Read)

How To Send And Read Text Messages On Salesforce App?

PDF Tutorial (Read)

How To View And Do Your Tasks On Salesforce Mobile App?

PDF Tutorial (Read)

How To Check Your Dashboard On Your Salesforce Mobile App?

PDF Tutorial (Read)

How To Prepare Your Salesforce Mobile App? (With Sms360 Or Smsmagic) Important!!!

PDF Tutorial (Read)

How To See Your Appointments And Update The Opportunity On Salesforce Mobile App?

PDF Tutorial (Read)

How to modify mobile app layout?

PDF Tutorial (Read)

How to add LEFTMAIN+ on Mobile App?

PDF Tutorial (Read)

LeftMain+360 CTI

How To Do A Cold Transfer

PDF Tutorial (Read)

How To Send Sms Using 360 Sms?

PDF Tutorial (Read)

Setting Up New User In 360 Cti/Sms

PDF Tutorial (Read)

How To Create Templates On 360 Sms?

PDF Tutorial (Read)

How To Know There Is A Message Using 360 Sms?

PDF Tutorial (Read)

Texting Multiple Phone Fields At Once Leftmain+360 Sms

PDF Tutorial (Read)

How To Add And Remove Drip Sequence? (Leftmain+360 Sms)

PDF Tutorial (Read)

How To Activate Itext Survey Templates Leftmain+360 Sms

PDF Tutorial (Read)

How To Send Your Wholesale Deals Through Leftmain360+Sms?

PDF Tutorial (Read)

How To Turn Off The Sound Notification On Leftmain+360 Sms?

PDF Tutorial (Read)

How To View The Dashboards / Statistics For Leftmain+360 Sms/Cti?

PDF Tutorial (Read)

How To View Text Messages? (Inside The Record + Sms History) (360 Sms)

PDF Tutorial (Read)

Recurring Drip Campaigns With Speficic Days And Time For It To Be Activated. (360)

PDF Tutorial (Read)

How to View and Edit Existing Drip Sequences? (360 SMS)

PDF Tutorial (Read)

How to rename an existing phone number on 360 SMS?

PDF Tutorial (Read)

Scheduled SMS Based on Date Time Field

PDF Tutorial (Read)

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