Jump to section • Overview • Before You Begin • Why It Matters • Lead Statuses in 8020CRM • Opportunity Stages in 8020CRM • Property...

Jump to section • Lead Status • Opportunity Stages • Property Transaction Stages • Mapping Status • Conclusion Effective management of...

Jump to a section Locate the Activity Composer Log Calls, Emails, and SMS Create Tasks and Follow-Ups Schedule Events and Appointments...

Jump to a section Overview Before You Begin Why It Matters Step 1: Schedule an Appointment Step 2: Manage Changes and Cancellations Step...

Jump to a section Create a New Lead Understand Lead Statuses Using RAIN AI Activity Composer & Activity Timeline Lead Pillars Manage...