What is the QuickBooks Online Integration (and what is it not)?
May 6, 2024/by Renée DuncanCadences FAQs
Learn everything you need to know about Left Main REI's powerful cadences feature to automate your real estate business!
January 2, 2024/by Renée DuncanDirect Mail Quick Reference Guide
Find links to support and resources for the most frequently used Left Main integrations.
January 2, 2024/by Renée DuncanHelp
December 27, 2023/by Renée DuncanHow to Stop a Cadence
Tip! Keep the following automation associated with cadences in mind:
- When a lead is converted to an opportunity, active cadences stop
- When a lead status is changed to Unqualified, active cadences stop
- When cadence is stopped, "has cadence" checkbox is automatically unchecked
December 3, 2023/by Renée Duncan- When a lead is converted to an opportunity, active cadences stop
- When a lead status is changed to Unqualified, active cadences stop
- When cadence is stopped, "has cadence" checkbox is automatically unchecked
How to Apply Cadences in Bulk
December 2, 2023/by Renée DuncanHow to Configure Cadences and SMS
Cadences work for SMS, emails and tasks. Let's walk through this one-time setup to get started with Cadences!
December 1, 2023/by Renée DuncanIntroducing Direct Mail Cadences for Real Estate Investors
Direct Mail Cadences enables Left Main customers to create and automate customized direct mail sequences at scale. Investors can easily customize direct mail pieces, tailor messaging to specific segments within the database, and set up automated follow-up mailings based on triggers or specific timelines.
November 22, 2023/by Renée DuncanHow to Manually Add a Lead
September 1, 2023/by Renée DuncanFAQs
Keep an eye on this page for Left Main REI's most frequently asked questions about the most powerful CRM for real estate professionals.
August 22, 2023/by Renée Duncan3rd Party Integration Support Links
Find links to support and resources for the most frequently used Left Main integrations.
August 18, 2023/by Renée DuncanBuild a Record-Triggered Flow in Left Main
To build a Salesforce record triggered flow, you first need to define the business requirement in three parts.
July 29, 2023/by Renée DuncanHow to Enroll in and Navigate the Left Main Academy Certification Course
April 6, 2023/by Renée DuncanHow Does Left Main Help Real Estate Investment Teams Work Together?
Left Main is built on a powerful customer relationship management solution that can help real estate investment teams work together more efficiently and effectively. By centralizing data, streamlining and standardizing workflows, and improving communication, Left Main helps teams save time, reduce errors, and close deals faster.
March 30, 2023/by Renée DuncanHow to Access and Navigate Salesforce Trailhead
Salesforce Trailhead is a robust and valuable resource for anyone interested in taking a deep dive into the Salesforce ecosystem. In this post, we’ll go over how to access and navigate Trailhead so you can start learning and earning badges.
March 20, 2023/by Renée Duncan