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

Effective management of the lead, opportunity, and property transaction status is critical for ensuring a seamless sales process and...

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...

Understanding how to manage permission sets and profiles in Salesforce is crucial for effectively controlling user access. In this guide,...

Understanding and managing project scopes is crucial for real estate professionals, especially when dealing with property renovations. In...

In the world of CRM, managing daily tasks efficiently is key to driving sales and fostering strong customer relationships. 8020CRM’s...

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,...

Effective appointment management is crucial in real estate acquisitions, impacting productivity and overall workflow. 8020CRM offers a...

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....

Effective lead management is vital for optimizing your sales processes and improving conversion rates. For lead managers, mastering...

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

In this guide, we’ll provide a quick walkthrough on accessing and navigating the Salesforce Setup area, a critical part of configuring...

Welcome to our guide on using Salesforce for managing your customer relationships, sales pipelines, and business operations. In this...

This guide provides a quick yet comprehensive overview of the Salesforce interface, highlighting essential tools and features that...