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

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Salesforce Setup Step 2: Navigate to Profiles and Permission Tools Step 3: Assign a Permission Set Group Step 4: Assign Individual Permission Sets (Optional) Step 5: Configure User Details Step 6: Activate or Deactivate a User Best Practices Learn More Overview User access in 8020CRM is controlled through a combination of Salesforce Profiles , Permission Sets , and Permission Set Groups . This guide wal

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Rehab Level Settings Step 2: Understand Default Rehab Levels Step 3: Modify Rehab Levels Step 4: Review Scope Summary and Save Best Practices Learn More Overview Rehab levels in 8020CRM help you define consistent project scopes across renovation types - from light cleanups to full remodels. Customizing these levels allows you to streamline task management, budgeting, and team alignment across multiple p

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

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

Jump to Section Overview Before You Begin Why It Matters Creating and Managing Markets Enhancing Your Market Automati on & Reporting Cloning and Editing Markets Real Estate Use Case Best Practices Overview The Markets  feature in 8020CRM allows you to segment your CRM data into specific geographic or asset-based categories. Whether you manage acquisitions, dispositions, or a large portfolio, Markets help you organize properties, contacts, and transactions - making it easier t

Jump to a section Overview Before You Begin Why It Matters Step 1: Schedule an Appointment Step 2: Manage Changes and Cancellations Step 3: Post-Appointment Follow-Up Best Practices Learn More Overview Appointment management is a key part of real estate workflows. 8020CRM makes it easy to schedule, reschedule, and follow up on appointments - whether you're in the office or in the field. This guide walks through how to use the built-in scheduling tools across multiple record t

Jump to section Overview The 8020CRM calculators make it easier to analyze and compare real estate deals by automating financial projections and allowing you to customize for different strategies. Whether you’re flipping, renting, or wholesaling, these calculators save you time and help you make smarter decisions. Before You Begin You must have access to the Calculators feature in 8020CRM. If you do not see calculator options or are missing configuration settings, contact you

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 a section Create a New Lead Understand Lead Statuses Using RAIN AI Activity Composer & Activity Timeline Lead Pillars Manage Appointments Convert a Lead Review Dashboards & Reports Best Practices Learn More Overview Lead management in 8020CRM helps your team capture, qualify, and convert leads efficiently using structured workflows and automation. This guide walks through how to handle new leads, use built-in tools like Pillars and the Activity Composer, and move reco

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 Use the 'Edit Object' Shortcut Stay in Lightning Experience Best Practices Learn More Overview The Setup menu in Salesforce is where 8020CRM admins configure key platform features -like custom fields, layouts, automations, and user access. Understanding how to navigate Setup gives you the tools to align 8020CRM with your team’s workflows, pr

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

Jump to a section Overview Before You Begin Why It Matters 1: Logging In to Salesforce 2: Understand the Salesforce Navigation 3: Switching Between Apps 4 : Customizing the Home Page 5 : Using Record Pages Effectively 6 : Converting Leads 7 : Helpful Tools Inside Salesforce Best Practices Learn More Overview Salesforce is a powerful CRM platform designed to manage leads, tasks, and workflows across multiple teams. This guide provides a walkthrough of the Salesforce interface

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 → Features & Settings Best Practices Learn More Overview My GetReal Account is your control center for managing 8020CRM’s advanced features - including credit usage, rehab project settings, AI automation, RAIN Deal Drops, and billing. This guide walks through each section available in your account and how to use them to support your business

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