Unlocking the Power of 8020CRM's Deal Calculators 8020CRM’s built-in deal calculators are game-changers for Acquisition Managers, Disposition Managers, and Transaction Coordinators. They help evaluate real estate deals directly within the platform. Whether you’re analyzing a property before making an offer or assessing net profit before listing, these calculators provide consistent, fast, and strategy-aligned deal analysis. Before You Begin To get started, you need access to

Jump to Section Overview Before You Begin Why It Matters Lead Statuses Opportunity Stages Property Transaction Stages Best Practices Learn More Overview Statuses and stages in 8020CRM help track the progress of every lead, opportunity, and property transaction. Understanding these elements is essential for team efficiency. They help teams align processes, trigger automation, and maintain an organized pipeline. Before You Begin Ensure you have access to Leads, Opportunities,

Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...

In real estate, time is money , and wasted effort on unqualified leads, inefficient workflows, and scattered data can slow down growth and cost you deals. That’s why the latest update to 8020CRM  is designed to help you work smarter, move faster, and close more transactions - without the extra hassle. This release introduces powerful tools that transform the way you manage leads, interact with data, and scale your real estate business: RAIN - Real AI Nexus:  An AI-powered ass

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 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

Overview Salesforce Reports in 8020CRM transform CRM data into clear, actionable insights. With built-in filters, visualizations, and scheduled delivery, they help real estate teams monitor performance, track activity, and make informed decisions across lead, deal, and marketing workflows. 8020CRM provides pre-built reports for every role — from lead managers and transaction coordinators to leadership teams. These templates let you launch quickly while maintaining consistent,

Jump to section Lead Status Opportunity Stages Property Transaction Stages Mapping Status Conclusion Effective management of the lead, opportunity, and property transaction status is critical for ensuring a seamless sales process and accurate performance tracking in 8020CRM. By understanding the various statuses and their triggers, you can optimize automation, improve team workflows, and ensure your KPIs remain aligned with your business objectives. Lead Status In 8020CRM, th

Overview A custom domain gives your 8020CRM Experience Cloud site a branded, easy-to-remember web address. Instead of sending users to a default Salesforce URL, you can give them a direct link under your own domain - helping build trust, improve user adoption, and strengthen your brand. Before You Begin You’ll need System Admin  access in Salesforce. Access to your domain registrar (e.g., GoDaddy, Squarespace). Your Salesforce-provided Experience Cloud domain information (ava

In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail). These mechanisms help ensure that your emails reach their intended recipients without being marked as spam. Key Components BCC Email Setup Purpose:  BCC (Blind Carbon Copy) allows you to receive copies of emails sent out, helping you monitor what is being sent and identify any potential issues such as bounces. Recommendati

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