Jump to Section Overview Before You Begin Why It Matters Lead Statuses Opportunity Stages Property Transaction Stages Best Practices...

Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...

In real estate, time is money , and wasted effort on unqualified leads, inefficient workflows, and scattered data can slow down growth...

Expore the 8020CRM process with this interactive funnel, showing how your marketing dollars spent flow through the process to dollars earned

Jump to section Overview Before You Begin Why It Matters How Marketing Cloud Supports You No Setup Required Best Practices Learn More...

Salesforce Reports are a vital component for any organization looking to make data-driven decisions. In 8020CRM, these reporting...

Jump to section • Lead Status • Opportunity Stages • Property Transaction Stages • Mapping Status • Conclusion Effective management of...

This document outlines the steps to add a custom domain to your Salesforce Experience Cloud site, ensuring a seamless experience for your...

In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys...

In today’s fast-paced real estate landscape, precision and speed are essential to closing deals efficiently. While many real estate...

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Salesforce Setup Step 2: Navigate to Profiles and Permission...

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Rehab Level Settings Step 2: Understand Default Rehab Levels...

Jump to a section Locate the Activity Composer Log Calls, Emails, and SMS Create Tasks and Follow-Ups Schedule Events and Appointments...

In real estate and sales, collaboration is key to success. 8020CRM's Opportunity Teams feature enables seamless teamwork by allowing...

This guide provides a straightforward overview of the Markets feature in 8020CRM, a crucial tool for segmenting data, managing listings,...

Jump to a section Overview Before You Begin Why It Matters Step 1: Schedule an Appointment Step 2: Manage Changes and Cancellations Step...

Navigating the financial intricacies of real estate deals can be daunting, but the 8020CRM calculators are designed to make it easier....

This guide offers a step-by-step overview of effective data management within 8020CRM, focusing on the importance of clean data imports....

Jump to a section Create a New Lead Understand Lead Statuses Using RAIN AI Activity Composer & Activity Timeline Lead Pillars Manage...

In Salesforce, understanding schemas and data types is essential for optimizing your CRM experience. Whether you're an admin, developer,...