Jump to a section Overview Before You Begin Why It Matters How Action Plans Work Accessing Action Plans Building an Action Plan Template (Admin) Configuring Entry, Exit, and Finish Triggers Building the Task Sequence Task Dependencies and Date-Triggered Tasks Testing a Template Viewing and Managing Running Action Plans Receiving and Completing Tasks (All Roles) Action Plans vs. Salesforce Flows Best Practices Overview What Are Action Plans? Action Plans in 8020CRM are automat

Jump to a section Overview Before You Begin Why It Matters Two RAIN Intelligence Surfaces The Six Record Copilot Prompts Approving and Rejecting Next Best Actions Voice Conversation Mode How RAIN Follows Your Permissions Things to Know Best Practices Overview What Is RAIN Intelligence on Records? As of the April 2026 release (v1.44 / RAIN OS v0.10), RAIN Intelligence is available directly on every Lead, Opportunity, and Property Transaction record page in 8020CRM. You do not

Jump to a section Overview Before You Begin Why It Matters Accessing the Workspace The Twelve Prompts by Role All Users: Pipeline and Lead Scoring Managers and Leadership: Analytics and Team Performance Marketing Teams: Designing Email Campaigns Managers, Admins, and Quality Assurance: Data Health Admins: Automation, Components, and Org Management Using the Outreach Campaign Builder Best Practices Overview What Is the RAIN Intelligence Workspace? The RAIN Intelligence Workspa

Overview Salesforce Reports in 8020CRM transform CRM data into clear, actionable insights. With built-in filters, visualizations, and scheduled delivery, they help real estate teams monitor performance, track activity, and make informed decisions across lead, deal, and marketing workflows. 8020CRM provides pre-built reports for every role — from lead managers and transaction coordinators to leadership teams. These templates let you launch quickly while maintaining consistent,

Jump to Section Overview Before You Begin Why It Matters Creating and Managing Markets Enhancing Your Market Automati on & Reporting Cloning and Editing Markets Real Estate Use Case Best Practices Overview The Markets feature in 8020CRM allows you to segment your CRM data into specific geographic or asset-based categories. Whether you manage acquisitions, dispositions, or a large portfolio, Markets help you organize properties, contacts, and transactions - making it easier t

This guide offers a step-by-step overview of effective data management within 8020CRM, focusing on the importance of clean data imports. Whether you’re new to data handling or looking to improve your skills, understanding how to manage data quality and imports will help you get the most out of your CRM system. Why Data Quality Matters Accurate data is the backbone of a successful CRM. Think of it this way: "Good data in, good data out." High-quality data leads to valuable ins

In Salesforce, understanding schemas and data types is essential for optimizing your CRM experience. Whether you're an admin, developer, or end user, knowing how Salesforce structures and connects data helps you manage relationships, import data accurately, and customize your system. Let's break down what schemas and data types are and why they matter. What is a Schema in Salesforce? In Salesforce, a schema is essentially a blueprint of how your data is structured. It represe

Picklist value sets are a key feature in Salesforce that help keep your data organized and consistent. Whether you’re a Salesforce admin or a user managing data, learning how picklist values work can save time, reduce errors, and improve how you use Salesforce. In this guide, we’ll explain what picklist value sets are, how to manage them, and tips for making the most of this important feature. What Are Picklist Value Sets? Picklist value sets are lists of options you can choo

Jump to a section Overview Before You Begin Why It Matters Dashboard & API Requests Products & Services Payment Methods & History Setup → Features & Settings Best Practices Learn More Overview My GetReal Account is your control center for managing 8020CRM’s advanced features - including credit usage, rehab project settings, AI automation, RAIN Deal Drops, and billing. This guide walks through each section available in your account and how to use them to support your business