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 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

Keep calls, messages, Tasks, Events, notes, Files, and follow-up connected to the right 8020CRM record. Learn which action to use and how to verify it.

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 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