The Disposition Portal connects public property discovery with an authenticated My Account workspace. Learn what a saved listing, inquiry, offer, message, Buy Box, and activity summary means, and how internal teams verify the same customer journey in 8020CRM.

MAPS turns an accessible Salesforce list view into a geographic view of your existing deals. Learn when to map Opportunities or Property Transactions, what each marker requires, and how this differs from searching for new properties.

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

Keep calls, messages, Tasks, Events, notes, Files, and follow-up connected to the right 8020CRM record. Learn which action to use and how to verify it.

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 Views and RAIN Step 3: Work Records from the Activity Composer Step 4: Track Progress Using Path and Pillars Step 5: Stay on Top of Your Pipeline with List Views and Forecasting Best Practices Learn More Overview Salesforce powers the foundation of 8020CRM, equipping your team with tools to manage leads, track opportunities, and streamline real

Salesforce provides the platform controls for apps, search, notifications, list views, and record pages. 8020CRM organizes those controls around the work your team performs from first contact through active deals and closing. The fastest way to learn the interface is to use one repeatable route: open 8020CRM, choose the record type that owns the work, use a focused list view, open the record, complete the task, and verify the saved result. Open the 8020CRM app Sign in to your

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