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

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

Jump to section Overview Before You Begin Why It Matters Step 1: Navigate Salesforce Using 8020CRM Step 2: Review Your Day with List...

Jump to a section Overview Before You Begin Why It Matters 1: Logging In to Salesforce 2: Understand the Salesforce Navigation 3: Switching Between Apps 4 : Customizing the Home Page 5 : Using Record Pages Effectively 6 : Converting Leads 7 : Helpful Tools Inside Salesforce Best Practices Learn More Overview Salesforce is a powerful CRM platform designed to manage leads, tasks, and workflows across multiple teams. This guide provides a walkthrough of the Salesforce interface

Salesforce record types are a tool that helps businesses collect data in a way that makes sense for different types of records. They control what fields and page layouts users see, making sure the right data is captured for each type of record. Whether you're working with leads , accounts , or opportunities , record types help keep everything organized and running smoothly. This guide will explain what Salesforce record types are, how they work, and how they can benefit your