Jump to a section Overview Before You Begin Why It Matters How Action Plans Work Accessing Action Plans Building an Action Plan Template (Admin) Configuring Entry, Exit, and Finish Triggers Building the Task Sequence Task Dependencies and Date-Triggered Tasks Testing a Template Viewing and Managing Running Action Plans Receiving and Completing Tasks (All Roles) Action Plans vs. Salesforce Flows Best Practices Overview What Are Action Plans? Action Plans in 8020CRM are automat

Jump to a section Overview Before You Begin Why It Matters Two RAIN Intelligence Surfaces The Six Record Copilot Prompts Approving and Rejecting Next Best Actions Voice Conversation Mode How RAIN Follows Your Permissions Things to Know Best Practices Overview What Is RAIN Intelligence on Records? As of the April 2026 release (v1.44 / RAIN OS v0.10), RAIN Intelligence is available directly on every Lead, Opportunity, and Property Transaction record page in 8020CRM. You do not

Jump to section Overview Before You Begin Why It Matters How Marketing Cloud Supports You No Setup Required Best Practices Learn More Overview Salesforce Marketing Cloud is the email and messaging engine behind 8020CRM’s campaigns, automations, and follow-ups. While powerful and feature-rich, most users don’t need to access Marketing Cloud directly - 8020CRM handles the heavy lifting for you. This guide explains what Marketing Cloud does behind the scenes and how it supports

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

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