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INTERNAL: Training Videos

This page is for INTERNAL COMPANY USE ONLY! Please NO NOT SHARE with anyone outside of Lamacchia Realty!

Below are a series of Training Videos for various Salesforce Needs.  If there is something missing that you would like to see added please email agenthelp@lamacchiarealty.com

Quick Tip: to view the videos at full screen hit the symbol in the bottom right corner of the video. See example below. full screen icon

Salesforce Training Videos

 How to Set Up The SF1 App 

Lead vs contact card – 2/23/2017 

Understanding the Homepage on Salesforce 

Understanding Salesforce Dashboards & Reports 

Inputting Seller – Agent Leads on Desktop and SF1

Buyer Leads Changing Statuses FINAL 

Buyer Leads Taken Process FINAL 

How to create a buyer property card in SF 

Marking Tasks Complete in SF 

Inputting Buyer – Agent Leads on Desktop and SF1

Email Drip Training Video

How to Use the Personal Email Drips – 3/1/2017 

MLS Property Finder Training Video

MLS Prop Finder How To – 3/23/2017 

Buyer Training Videos

Buyer Closing 

Seller Training Videos

Seller Training Pricing in Winter