The Onboardings

These videos aim to guide you through your Left Main powered by Salesforce journey. These videos are required by LM Training Department to be viewed by each member of the company to better understand the CRM. The onboardings 100% reflect what the 1 on 1 onboardings will look like for your team as we move forward.

First Onboarding:

The Demo and Ecosystem

  1. What is Left Main?
  2. What is Salesforce?
  3. What is the normal ecosystem of your leads?
  4. What do you need to do when you first log in?
  5. Where do you go based on your responsibilities?

Second Onboarding: Lead Intake and Acquisition Specialist

  1. Who are Lead Intake vs Acquisition Specialist?
  2. What is the normal day process for a Lead Intake?
  3. What are the objects Lead Intake will need and how they can be utilized?
  4. What is the normal day process for an Acquisition Specialist?
  5. What are the objects for Acquisition Specialist will need and how they can be utilized?
  6. How to process a lead from its NEW status to CLOSED CONTRACT SIGNED status.

Third Onboarding: Transactions and Dispositions

  1. Who are Transactions vs Disposition Specialist?
  2. What is the normal day process for a Transactions Manager?
  3. What are the objects Transactions Manager will need and how they can be utilized?
  4. What is the normal day process for an Transactions Manager?
  5. What are the objects Disposition Specialist will need and how they can be utilized?
  6. How to process a lead from its NEW status to CLOSED CONTRACT SIGNED status.

Fourth Onboarding: Admin, Marketing, and KPI’s

  1. This video will talk about KPI, ADMIN, and MARKETING Settings once it is up and active.
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