# Left Main CRM

> Knowledge base documentation for Left Main CRM.

## v1

- [Getting Started](https://docs.leftmainrei.co/docs/getting-started.md)
- [Manually Add a Lead](https://docs.leftmainrei.co/docs/manually-add-a-lead.md)
- [What are Objects?](https://docs.leftmainrei.co/docs/what-are-objects.md)
- [Convert a Lead to an Opportunity and Account](https://docs.leftmainrei.co/docs/convert-a-lead-to-an-opportunity-and-account.md)
- [Convert an Opportunity to a Transaction](https://docs.leftmainrei.co/docs/convert-an-opportunity-to-a-transaction.md)
- [Create an Acquisition Appointment](https://docs.leftmainrei.co/docs/create-an-acquisition-appointment.md)
- [Add a Buyer](https://docs.leftmainrei.co/docs/add-a-buyer.md)
- [Use the Interested Buyers Object for Buyers Who Made an Offer](https://docs.leftmainrei.co/docs/use-the-interested-buyers-object-for-buyers-who-made-an-offer.md)
- [Send a List Email](https://docs.leftmainrei.co/docs/send-a-list-email.md)
- [Common Integration and Support Resources](https://docs.leftmainrei.co/docs/common-integration-support-resources.md)
- [Grant Org Access for Left Main Support](https://docs.leftmainrei.co/docs/grant-org-access-for-left-main-support.md)
- [Customize Left Main](https://docs.leftmainrei.co/docs/customize-left-main.md)
- [Add a New Lead Status and Update the Unqualified Reason Field Dependency](https://docs.leftmainrei.co/docs/add-a-new-lead-status-and-update-the-unqualified-reason-field-dependency.md)
- [Add a New Opportunity Stage and Update the Closed/Lost Reason Field Dependency](https://docs.leftmainrei.co/docs/add-a-new-opportunity-stage-and-update-the-closedlost-reason-field-dependency.md)
- [Cadences](https://docs.leftmainrei.co/docs/cadences.md)
- [Cadence Automations Feature Overview](https://docs.leftmainrei.co/docs/cadence-automations-feature-overview.md)
- [Frequently Asked Questions for Cadence Automations](https://docs.leftmainrei.co/docs/faq-cadence-automations.md)
- [Getting Started with Cadence Automations](https://docs.leftmainrei.co/docs/getting-started-with-cadence-automations.md)
- [Cadences Desk Reference](https://docs.leftmainrei.co/docs/cadences-desk-reference.md)
- [Cadence Library Feature Overview](https://docs.leftmainrei.co/docs/cadence-library-feature-overview.md)
- [Getting Started with Cadence Libraries](https://docs.leftmainrei.co/docs/getting-started-cadence-libraries.md)
- [Cadence Libraries Frequently Asked Questions](https://docs.leftmainrei.co/docs/new-faq-template.md)
- [Creating and Managing a Cadence Library](https://docs.leftmainrei.co/docs/how-to-create-a-new-cadence-library.md)
- [How to Add a Cadence Library to a Record](https://docs.leftmainrei.co/docs/how-to-add-a-cadence-library-to-a-record.md)
- [How to Bulk Add a Cadence](https://docs.leftmainrei.co/docs/how-to-bulk-add-a-cadence.md)
- [How to Migrate Cadence Folders to Libraries](https://docs.leftmainrei.co/docs/how-to-migrate-cadence-folders-to-libraries.md)
- [Finalize Cadence Library Transition](https://docs.leftmainrei.co/docs/finalize-cadence-library-transition.md)
- [Apply a Cadence to a Single Record](https://docs.leftmainrei.co/docs/apply-a-cadence-to-a-single-record.md)
- [Direct Mail Cadences and PostcardMania Feature Overview](https://docs.leftmainrei.co/docs/direct-mail-cadences-postcardmania-feature-overview.md)
- [Getting Started: Direct Mail Cadences and PostcardMania](https://docs.leftmainrei.co/docs/getting-started-direct-mail-cadences-postcardmania.md)
- [Direct Mail (PostcardMania) – Frequently Asked Questions](https://docs.leftmainrei.co/docs/new-faq-template-1.md)
- [\[Admin Only\] How to Configure Direct Mail Cadences and PostcardMania](https://docs.leftmainrei.co/docs/how-to-configure-direct-mail-cadences-with-postcardmania.md)
- [Create a Direct Mail Follow Up Sequence](https://docs.leftmainrei.co/docs/create-a-direct-mail-follow-up-sequence.md)
- [How to Apply a Direct Mail Cadence to a Record](https://docs.leftmainrei.co/docs/how-to-apply-a-direct-mail-cadence-to-a-record.md)
- [How to Create Direct Mail in PostcardMania](https://docs.leftmainrei.co/docs/how-to-create-direct-mail-in-postcardmania.md)
- [Stop Cadences](https://docs.leftmainrei.co/docs/stop-cadences.md)
- [Apply Cadences in Bulk](https://docs.leftmainrei.co/docs/apply-cadences-in-bulk.md)
- [Create a SMS Follow Up Sequence](https://docs.leftmainrei.co/docs/create-a-cadence-sms-template.md)
- [Initial Configuration](https://docs.leftmainrei.co/docs/initial-configuration-1.md)
- [SMS Provider Configuration](https://docs.leftmainrei.co/docs/sms-provider-configuration.md)
- [CTI Functionality Overview](https://docs.leftmainrei.co/docs/cti-functionality-overview.md)
- [Cadences Configuration for CallRail](https://docs.leftmainrei.co/docs/cadences-configuration-for-callrail.md)
- [Cadences Configuration for Dialpad](https://docs.leftmainrei.co/docs/cadences-configuration-for-dialpad.md)
- [Cadences Configuration for Email](https://docs.leftmainrei.co/docs/cadences-configuration-for-email.md)
- [Cadences Configuration for RingCentral](https://docs.leftmainrei.co/docs/cadences-configuration-for-ringcentral.md)
- [Cadences Configuration for smrtPhone](https://docs.leftmainrei.co/docs/cadences-configuration-for-smrtphone.md)
- [Cadence Setup Wizard](https://docs.leftmainrei.co/docs/cadence-setup-wizard.md)
- [Create an Email Follow Up Sequence](https://docs.leftmainrei.co/docs/create-a-cadence-email-template.md)
- [Create a Cadence Task Template](https://docs.leftmainrei.co/docs/create-a-cadence-task-template.md)
- [Cadences Troubleshooting](https://docs.leftmainrei.co/docs/cadences-troubleshooting-1.md)
- [Create an Error SMS Report](https://docs.leftmainrei.co/docs/create-an-error-sms-report.md)
- [Campaigns](https://docs.leftmainrei.co/docs/campaigns.md)
- [Best Practices: Add Leads to a Campaign with Minimal Clicks](https://docs.leftmainrei.co/docs/best-practices-add-leads-to-a-campaign-with-minimal-clicks.md): Best practices for leveraging Salesforce Campaigns effectively, with special emphasis on how to minimize clicks.
- [Data Management](https://docs.leftmainrei.co/docs/data-management.md)
- [Create a Custom Duplicate Data Report](https://docs.leftmainrei.co/docs/create-a-custom-duplicate-data-report.md)
- [Feature Overview: DispoSignals](https://docs.leftmainrei.co/docs/feature-overview-disposignals.md)
- [Getting Started with DispoSignals](https://docs.leftmainrei.co/docs/getting-started-with-disposignals.md)
- [DispoSignals: Frequently Asked Questions](https://docs.leftmainrei.co/docs/disposignals-frequently-asked-questions.md)
- [How to Run a DispoSignals Investor Activity Search](https://docs.leftmainrei.co/docs/run-investor-activity-search.md)
- [How to Run a DispoSignals Comp Search](https://docs.leftmainrei.co/docs/run-disposignals-comp-search.md)
- [How to Run a DispoSignals Buyer Search](https://docs.leftmainrei.co/docs/run-disposignals-buyer-search.md)
- [Feature Overview: Investor Portal](https://docs.leftmainrei.co/docs/feature-overview-investor-portal.md)
- [Getting Started with the Investor Portal](https://docs.leftmainrei.co/docs/getting-started-investor-portal.md)
- [Investor Portal Admin Documentation](https://docs.leftmainrei.co/docs/investor-portal-admin-documentation.md)
- [Frequently Asked Questions: Investor Portal](https://docs.leftmainrei.co/docs/faq-investor-portal.md)
- [Next Best Action](https://docs.leftmainrei.co/docs/next-best-action.md)
- [Intro to Next Best Action](https://docs.leftmainrei.co/docs/introducing-next-best-action.md)
- [FAQs: Next Best Action](https://docs.leftmainrei.co/docs/faqs-next-best-action.md)
- [Post-Install Steps: Next Best Action](https://docs.leftmainrei.co/docs/post-install-steps-next-best-action.md)
- [Modify Opportunity Stage Verbiage in the NBA - Set Appointment Flow](https://docs.leftmainrei.co/docs/modify-opportunity-stage-verbiage-in-the-nba-set-appointment-flow.md)
- [Edit Conditions and Filters in the Opportunity Strategy Builder](https://docs.leftmainrei.co/docs/edit-conditions-and-filters-in-the-opportunity-strategy-builder.md)
- [Property Sales AI](https://docs.leftmainrei.co/docs/property-sales-ai.md)
- [Property Sales AI Desk Reference](https://docs.leftmainrei.co/docs/property-sales-ai-desk-reference.md): Optimize your real estate strategy with Property Sales AI, tracking public sold property data to prioritize leads, reduce costs, and gain insights into competition.
- [User Guide to Property Sales AI Data](https://docs.leftmainrei.co/docs/user-guide-to-property-sales-ai-data.md): Property Sales AI pulls recently sold real estate transaction data from multiple sources (county records, IDX feed, MLS, etc.), automatically refreshing each record over time as new information becomes available. Check out our User Guide to Property Sales AI Data for key tips and highlights.
- [Initial Configuration](https://docs.leftmainrei.co/docs/initial-configuration.md)
- [Configure Property Sales AI Lead Preferences](https://docs.leftmainrei.co/docs/configure-property-sales-ai-lead-preferences.md)
- [Configure Property Sales AI Opportunity Preferences](https://docs.leftmainrei.co/docs/configure-property-sales-ai-opportunity-preferences.md)
- [Configure Property Sales AI Automation and Processing](https://docs.leftmainrei.co/docs/configure-property-sales-ai-automation-and-processing.md)
- [Confirm or Reject Matches from the Property Sales AI History Object](https://docs.leftmainrei.co/docs/confirm-or-reject-matches-from-the-property-sales-ai-history-object.md)
- [Reports](https://docs.leftmainrei.co/docs/reports.md)
- [Explore Built-in Market Insights Reports](https://docs.leftmainrei.co/docs/explore-built-in-market-insights-reports.md)
- [Create a Modified Property Sales Report](https://docs.leftmainrei.co/docs/create-a-modified-property-sales-report.md)
- [Subscribe to Market Insights Dashboard Notifications](https://docs.leftmainrei.co/docs/subscribe-to-market-insights-dashboard-notifications.md)
- [QuickBooks](https://docs.leftmainrei.co/docs/quickbooks.md)
- [QuickBooks Online Integration Overview](https://docs.leftmainrei.co/docs/quickbooks-online-integration-overview.md): The QuickBooks Online Integration is a one-way sync that allows you to pull data from QuickBooks Online into the Left Main CRM. It enables you to track Return on Investment (ROI) and vendor expenses through Left Main’s default Quarterly Marketing dashboard.
- [QuickBooks Deprecation of Support for Minor Versions 1-74](https://docs.leftmainrei.co/docs/quickbooks-deprecation-of-support-for-minor-versions-1-74.md)
- [Release Notes](https://docs.leftmainrei.co/docs/release-notes.md)
- [2026](https://docs.leftmainrei.co/docs/2026.md)
- [Release Notes v1.616: Cadence Reliability and Salesforce Compatibility Updates](https://docs.leftmainrei.co/docs/release-notes-v1616-cadence-reliability-salesforce-compatibility-update.md)
- [Release Notes v1.615: Cadence Automations](https://docs.leftmainrei.co/docs/release-notes-cadence-automations.md)
- [Release Notes v1.611 – DispoSignals, DealSignals & Platform Updates](https://docs.leftmainrei.co/docs/release-notes-disposignals-dealsignals-and-platform-updates.md)
- [Cadence and DispoSignals Release Notes v1.606](https://docs.leftmainrei.co/docs/release-notes-cadences-disposignals-v1-606.md)
- [Left Main Exchange: Investor Portal](https://docs.leftmainrei.co/docs/investor-portal-release-notes.md)
- [DispoSignals](https://docs.leftmainrei.co/docs/release-notes-disposignals.md)
- [Legacy Direct Mail End of Life](https://docs.leftmainrei.co/docs/new-release-notes-template-1.md)
- [Cadence Library Release Notes](https://docs.leftmainrei.co/docs/cadence-library-release-notes.md)
- [Direct Mail Powered by PostcardMania Release Notes](https://docs.leftmainrei.co/docs/direct-mail-postcardmania-release-notes.md)
- [1.594 Release Notes](https://docs.leftmainrei.co/docs/1-593-release-notes-4-14-26.md)
- [1.587 (March)](https://docs.leftmainrei.co/docs/1-587-march.md)
- [Release Notes \[DealSignals\]](https://docs.leftmainrei.co/docs/release-notes-version-1571.md)
- [Release Notes \[Cadence Templates\]](https://docs.leftmainrei.co/docs/external-release-notes.md)
- [2025](https://docs.leftmainrei.co/docs/2025.md)
- [November 2025](https://docs.leftmainrei.co/docs/november-2025.md)
- [October 2025](https://docs.leftmainrei.co/docs/dealsignals-release-notes-1566-customer-facing.md)
- [August 2025](https://docs.leftmainrei.co/docs/august-2025.md)
- [May 2025](https://docs.leftmainrei.co/docs/may-2025.md)
- [April 2025](https://docs.leftmainrei.co/docs/april-2025.md)
- [March 2025](https://docs.leftmainrei.co/docs/march-2025-core.md): In case you missed it, Property Sales AI, the first product to be released under the Left Main Genius suite is available! Customers on Left Main’s package version 1.534 or later may now navigate to the Property Sales AI sign up page from the Left Main+ homepage within their org.
- [February 2025](https://docs.leftmainrei.co/docs/february-2025.md)
- [January 2025](https://docs.leftmainrei.co/docs/january-2025-core.md)
- [2024](https://docs.leftmainrei.co/docs/2024.md)
- [August 2024 | Direct Mail v1.226](https://docs.leftmainrei.co/docs/august-2024-direct-mail-v1226.md)
- [Retail App](https://docs.leftmainrei.co/docs/retail-app.md)
- [Intro to the Retail App](https://docs.leftmainrei.co/docs/intro-to-the-retail-app.md)
- [Quick Left Main Retail App Tour](https://docs.leftmainrei.co/docs/quick-left-main-retail-app-tour.md)
- [Manually Create a Retail App Lead](https://docs.leftmainrei.co/docs/manually-create-a-retail-app-lead.md)
- [Convert a Lead or Opportunity to a Retail Lead or Opportunity](https://docs.leftmainrei.co/docs/convert-a-lead-or-opportunity-to-a-retail-lead-or-opportunity.md)
- [Salesforce Maps](https://docs.leftmainrei.co/docs/salesforce-maps.md)
- [Assign a Salesforce Maps License](https://docs.leftmainrei.co/docs/assign-a-salesforce-maps-license.md)
- [Purchasing Salesforce Maps as a Left Main Customer](https://docs.leftmainrei.co/docs/purchasing-salesforce-maps-as-a-left-main-customer.md)
- [How to Add Your Company Logo](https://docs.leftmainrei.co/docs/how-to-add-your-company-logo.md)
- [Salesforce Notes: Export Limitations and Alternatives](https://docs.leftmainrei.co/docs/salesforce-notes-export-limitations-and-alternatives.md)
- [Salesforce Security Requirements (2026)](https://docs.leftmainrei.co/docs/salesforce-security.md)
- [How to Check Your Left Main Package Version](https://docs.leftmainrei.co/docs/how-to-check-your-left-main-package-version.md)
- [Troubleshooting Guides](https://docs.leftmainrei.co/docs/troubleshooting.md)
- [Troubleshooting: User Account Frozen Due to VPN or High-Risk IP Detection](https://docs.leftmainrei.co/docs/troubleshooting-user-account-frozen.md)
- [Cadences Troubleshooting](https://docs.leftmainrei.co/docs/cadences-troubleshooting.md)
- [Custom merge field isn't working in the SMS template](https://docs.leftmainrei.co/docs/custom-merge-field-isnt-working-in-the-sms-template.md)
- [Saving SMS templates](https://docs.leftmainrei.co/docs/saving-sms-templates.md)
- [Direct Mail Troubleshooting](https://docs.leftmainrei.co/docs/direct-mail-troubleshooting.md)
- [Unable to Buy Credits](https://docs.leftmainrei.co/docs/unable-to-buy-credits.md)
- [Property Sales AI Troubleshooting](https://docs.leftmainrei.co/docs/property-sales-ai-troubleshooting.md)
- [Track Number of Unique Property Sales Transactions Per Address with a Custom Roll-Up Summary Field on the Properties Object](https://docs.leftmainrei.co/docs/track-number-of-unique-property-sales-transactions-per-address-with-a-custom-roll-up-summary-field-on-the-properties-object.md)
- [Add the Property Sale Duration Field to the Subscription Page Layout](https://docs.leftmainrei.co/docs/add-the-property-sale-duration-field-to-the-subscription-page-layout.md)
- [Why are my own won deals getting marked Closed/Lost?](https://docs.leftmainrei.co/docs/why-are-my-own-won-deals-getting-marked-closedlost.md)
- [Remove deprecated list view buttons](https://docs.leftmainrei.co/docs/remove-deprecated-list-view-buttons.md): Learn how to efficiently remove deprecated TWNSQR buttons from your Salesforce Leads, Opportunities, and Transactions objects for a streamlined user experience.
- [Remove deprecated components from Lightning Pages](https://docs.leftmainrei.co/docs/remove-deprecated-components-from-lightning-pages.md): Learn how to efficiently remove deprecated Visualforce components from Lightning pages in Salesforce, ensuring a streamlined workspace for Leads, Opportunities, and Transactions.