Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...

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,

Overview A custom domain gives your 8020CRM Experience Cloud site a branded, easy-to-remember web address. Instead of sending users to a...

In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail). These mechanisms help ensure that your emails reach their intended recipients without being marked as spam. Key Components BCC Email Setup Purpose:  BCC (Blind Carbon Copy) allows you to receive copies of emails sent out, helping you monitor what is being sent and identify any potential issues such as bounces. Recommendati

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Salesforce Setup Step 2: Navigate to Profiles and Permission...

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Rehab Level Settings Step 2: Understand Default Rehab Levels...

In real estate and sales, collaboration is key to success. 8020CRM's Opportunity Teams feature enables seamless teamwork by allowing multiple users to collaborate on opportunities while maintaining privacy and security. In this guide, we’ll walk through the essentials of setting up and managing Opportunity Teams in 8020CRM, ensuring your team stays organized and efficient throughout the sales process. What is an Opportunity Team? An Opportunity Team in 8020CRM is a group of i

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

Jump to section Overview Before You Begin Why It Matters Access the Salesforce Setup Menu Use the Quick Find Box Open the Object Manager...

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 →...

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