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...

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

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

This guide provides a straightforward overview of the Markets feature in 8020CRM, a crucial tool for segmenting data, managing listings,...

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

Navigating the financial intricacies of real estate deals can be daunting, but the 8020CRM calculators are designed to make it easier....

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...

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...

Jump to section Overview Before You Begin Why It Matters Step 1: Navigate Salesforce Using 8020CRM Step 2: Review Your Day with List...

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 →...

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