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Join date: Aug 5, 2024
Posts (26)
May 19, 2025 ∙ 1 min
Understanding Status and Stages in 8020CRM for Lead, Opportunity, and Transaction Records
Jump to section • Overview • Before You Begin • Why It Matters • Lead Statuses in 8020CRM • Opportunity Stages in 8020CRM • Property...
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Apr 22, 2025 ∙ 2 min
Editing Dashboards on the Salesforce Home Page
Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...
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Feb 12, 2025 ∙ 3 min
The Future of Real Estate CRM is Here!
In real estate, time is money , and wasted effort on unqualified leads, inefficient workflows, and scattered data can slow down growth...
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Mary Morales
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