Salesforce Essentials for 8020CRM Users
- Mary Morales
- Sep 23, 2024
- 3 min read
Updated: May 13
Overview
Salesforce powers the foundation of 8020CRM, equipping your team with tools to manage leads, track opportunities, and streamline real estate workflows. This guide walks through how to navigate the interface, take daily action, and use key tools like RAIN, the Activity Composer, and Pillars to stay organized and productive.
Before You Begin
You must have access to 8020CRM / Salesforce with the appropriate user profile. If you don’t see certain tabs, tools, or features, contact your System Admin to confirm permission access.
Why It Matters
Understanding the Salesforce interface helps you:
Get where you need to go faster
Take action on leads and deals in one place
Use automations and AI to stay efficient
Keep your pipeline clean and conversion-ready
Step 1: Navigate Salesforce Using 8020CRM
8020CRM sits on top of Salesforce. You'll use tabs across the top to access:
Leads (for intake and qualification)
Opportunities (for managing deals)
Accounts and Contacts (for clients and partners)
Properties and Property Transactions (for managing transactions)
| Use the App Launcher (waffle icon) to switch between 8020CRM and other apps like CTI/SMS or DocuSign.
Step 2: Review Your Day with List Views and RAIN
Start each day by checking:
List Views (e.g., "My Open Leads," "Today’s Appointments")
Favorites (quick access to saved records)
RAIN Inbox (new leads, AI scores, alerts)
Use RAIN to:
Summarize records before calls
Draft messages
Prioritize leads using AI-generated activity scores
Step 3: Work Records from the Activity Composer
When inside a Lead, Opportunity, or Property Transaction, use the Activity Composer (located under the record details) to:
Call, email, or SMS
Log notes and tasks
Track meetings and outcomes
Use RAIN for quick AI assistance
Each action appears in the Activity Timeline right below the Composer.
Step 4: Track Progress Using Path and Pillars
At the top of Leads, Opportunities, and Property Transactions you’ll see the Path component - this shows your current status or stage.
Below that, scroll past the Activity composer and timeline to find the Lead, Opportunity or Property Transactions Pillars, which group your most important fields. The first Pillar is always titled Pillars, and includes the minimum fields required to qualify or convert a lead or opportunity.
Click the roadmap icon to highlight what needs to be filled in.
Step 5: Stay on Top of Your Pipeline with List Views and Forecasts
From the Opportunities tab, use:
Kanban View for visual tracking
RAIN Insights to predict win rates or suggest next steps
Forecasting (if enabled) to see team or individual revenue projections
Use filters to segment your data by owner, date, or deal stage.
Best Practices
Start each day with RAIN and list views
Use Global Search before creating new records
Update lead statuses to trigger automations
Fill out Pillars before converting or scheduling
Use Path and the Activity Composer together to stay organized
Learn More
If you'd like a visual walkthrough of the Salesforce interface, check out our video Salesforce Quick Tours or reach out to your Success Manager for personalized support.
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