Salesforce

Leftmainrei

How to Customize Tabs and Change Page Layout on a Record in Salesforce

Left Main Team

Direct Mail by Left Main REI: A Comprehensive Guide

Dialpad

Gmail

Revised 2025-01-02

Note to customers new to Left Main: Our implementation team will complete these steps for you, but they're available for future reference when adding new users.

Alert: Dialpad requires using the e.164 phone number format (ex. +16515553333) for outbound calls and SMS.

Cadences Configuration for Dialpad

Create a Cadence SMS Template

Stop Cadences on Individual Records and in Bulk

Apply Cadences in Bulk

Create a Cadence Task Template

Create a Cadence Email Template

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