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5 min read
8020CRM Status & Stages Overview
Effective management of the lead, opportunity, and property transaction status is critical for ensuring a seamless sales process and...
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2 min read
Setting Up Custom Domains for Your 8020CRM Experience Cloud Site
This document outlines the steps to add a custom domain to your Salesforce Experience Cloud site, ensuring a seamless experience for your...
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2 min read
Improving Email Deliverability in 8020CRM with SPF & DKIM
In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys...
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2 min read
Why 8020CRM Calculators Are the Smarter Choice
In today’s fast-paced real estate landscape, precision and speed are essential to closing deals efficiently. While many real estate...
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3 min read
Managing Permission Sets and Profiles in 8020CRM: A Step-by-Step Guide
Understanding how to manage permission sets and profiles in Salesforce is crucial for effectively controlling user access. In this guide,...
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3 min read
8020CRM Rehab Levels for Project Management Efficiency
Understanding and managing project scopes is crucial for real estate professionals, especially when dealing with property renovations. In...
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4 min read
8020CRM Activity Composer: A Guide for Efficient Task Management
In the world of CRM, managing daily tasks efficiently is key to driving sales and fostering strong customer relationships. 8020CRM’s...
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4 min read
Managing Opportunity Teams in 8020CRM for Seamless Collaboration
In real estate and sales, collaboration is key to success. 8020CRM's Opportunity Teams feature enables seamless teamwork by allowing...
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3 min read
Understanding 8020CRM Markets for Better Data Segmentation
This guide provides a straightforward overview of the Markets feature in 8020CRM, a crucial tool for segmenting data, managing listings,...
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2 min read
Streamline Acquisitions: Mastering Appointment Management in 8020CRM
Effective appointment management is crucial in real estate acquisitions, impacting productivity and overall workflow. 8020CRM offers a...
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3 min read
Streamline Your Real Estate Analysis with 8020CRM Calculators
Navigating the financial intricacies of real estate deals can be daunting, but the 8020CRM calculators are designed to make it easier....
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3 min read
8020CRM Data Management 101: Best Practices for Clean Data Imports
This guide offers a step-by-step overview of effective data management within 8020CRM, focusing on the importance of clean data imports....
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2 min read
Mastering Lead Management with 8020CRM
Effective lead management is vital for optimizing your sales processes and improving conversion rates. For lead managers, mastering...
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3 min read
My GetReal Account: Key Features and Settings
My GetReal Account is an essential tool for managing key aspects of your real estate business, from credit usage to AI-assisted...
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