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 a section Overview Before You Begin Why It Matters Accessing the Workspace The Twelve Prompts by Role All Users: Pipeline and Lead Scoring Managers and Leadership: Analytics and Team Performance Marketing Teams: Designing Email Campaigns Managers, Admins, and Quality Assurance: Data Health Admins: Automation, Components, and Org Management Using the Outreach Campaign Builder Best Practices Overview What Is the RAIN Intelligence Workspace? The RAIN Intelligence Workspa

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 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