Expore the 8020CRM process with this interactive funnel, showing how your marketing dollars spent flow through the process to dollars earned

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

Salesforce provides the platform controls for apps, search, notifications, list views, and record pages. 8020CRM organizes those controls around the work your team performs from first contact through active deals and closing. The fastest way to learn the interface is to use one repeatable route: open 8020CRM, choose the record type that owns the work, use a focused list view, open the record, complete the task, and verify the saved result. Open the 8020CRM app Sign in to your