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Harnessing the Power of Salesforce Reports in 8020CRM
Salesforce Reports are a vital component for any organization looking to make data-driven decisions. In 8020CRM, these reporting...
3 min read
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Setting Up Custom Domains for Your 8020CRM Experience Cloud Site
This document outlines the steps to add a custom domain to your Salesforce Experience Cloud site, ensuring a seamless experience for your...
2 min read
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Improving Email Deliverability in 8020CRM with SPF & DKIM
In this document, we will discuss how to enhance email deliverability in 8020CRM using SPF (Sender Policy Framework) and DKIM (DomainKeys...
2 min read
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Managing Opportunity Teams in 8020CRM for Seamless Collaboration
In real estate and sales, collaboration is key to success. 8020CRM's Opportunity Teams feature enables seamless teamwork by allowing...
4 min read
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Understanding 8020CRM Markets for Better Data Segmentation
This guide provides a straightforward overview of the Markets feature in 8020CRM, a crucial tool for segmenting data, managing listings,...
3 min read
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8020CRM Data Management 101: Best Practices for Clean Data Imports
This guide offers a step-by-step overview of effective data management within 8020CRM, focusing on the importance of clean data imports....
3 min read
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Salesforce Schemas and Data Types: A Quick Overview
In Salesforce, understanding schemas and data types is essential for optimizing your CRM experience. Whether you're an admin, developer,...
4 min read
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Understanding Picklist Value Sets in Salesforce
Picklist value sets are a key feature in Salesforce that help keep your data organized and consistent. Whether you’re a Salesforce admin...
3 min read
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My GetReal Account: Key Features and Settings
My GetReal Account is an essential tool for managing key aspects of your real estate business, from credit usage to AI-assisted...
3 min read
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What Are Salesforce Record Types and Why Do They Matter?
Salesforce record types are a tool that helps businesses collect data in a way that makes sense for different types of records. They...
4 min read
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