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Using Calculators in 8020CRM for Acquisition and Disposition
Jump to a section Overview Before You Begin Why It Matters Where to Access the Calculator In the Opportunity Overrides Underwriting Section In the Property Transaction How to Use the Calculator Acquisition Use Case (Opportunities) Disposition Use Case (Property Transactions) Tips & Common Mistakes Learn More Overview 8020CRM’s built-in deal calculators help Acquisition Managers, Disposition Managers, and Transaction Coordinators evaluate real estate deals directly within the
3 min read
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Understanding Lead, Opportunity, and Property Statuses in 8020CRM
Jump to Section Overview Before You Begin Why It Matters Lead Statuses Opportunity Stages Property Transaction Stages Best Practices...
2 min read
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8020CRM Status & Stages Overview
Jump to section • Lead Status • Opportunity Stages • Property Transaction Stages • Mapping Status • Conclusion Effective management of...
5 min read
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Why 8020CRM Calculators Are the Smarter Choice
Overview In real estate, speed and precision can make or break a deal. While many investors still rely on spreadsheets for deal analysis, these tools can be slow, prone to error, and difficult to manage at scale. The 8020CRM Calculators  replace manual spreadsheets with built-in, automated, and customizable deal analysis - giving your team instant, accurate results directly in the CRM. Before You Begin You must have System Admin  access to configure or edit calculators. All u
2 min read
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Using the Activity Composer in 8020CRM for Communication and Task Management
Jump to a section Locate the Activity Composer Log Calls, Emails, and SMS Create Tasks and Follow-Ups Schedule Events and Appointments Track Everything in the Activity Timeline Best Practices Learn More Overview The Activity Composer in 8020CRM helps you stay on top of daily communication, follow-ups, and appointments. It brings your most important actions - like calling, emailing, scheduling, and logging activity - into one streamlined panel across Leads, Opportunities, and
3 min read
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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 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
4 min read
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Managing Appointments in 8020CRM: A Guide for Scheduling and Follow-Up
Jump to a section Overview Before You Begin Why It Matters Step 1: Schedule an Appointment Step 2: Manage Changes and Cancellations Step...
2 min read
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Managing Leads in 8020CRM: A Guide for Intake and Conversion
Jump to a section Create a New Lead Understand Lead Statuses Using RAIN AI Activity Composer & Activity Timeline Lead Pillars Manage...
5 min read
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