Vault CRM: Getting started for sales - Live Training, Friday, May 9th, at 12:30 PM to 1:30 PM AEST

Learn how to efficiently manage appraisals, work with buyers, and streamline prospecting.

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About this course

This course is designed for sales agents who are new to the platform or need a refresher on key tasks. You'll learn how to add and manage appraisals, work with buyers, and effectively filter contacts and properties for prospecting.

Upon completion of this webinar, participants will be able to:

  • Add and manage appraisals while tracking them efficiently through the sales pipeline
  • Use the Contact Wizard to add and manage buyer contacts with ease and accuracy
  • Leverage filtering tools for both contacts and properties to streamline prospecting and identify the best leads
  • Create focused property and contact lists to ensure communication is targeted and relevant

About this course

This course is designed for sales agents who are new to the platform or need a refresher on key tasks. You'll learn how to add and manage appraisals, work with buyers, and effectively filter contacts and properties for prospecting.

Upon completion of this webinar, participants will be able to:

  • Add and manage appraisals while tracking them efficiently through the sales pipeline
  • Use the Contact Wizard to add and manage buyer contacts with ease and accuracy
  • Leverage filtering tools for both contacts and properties to streamline prospecting and identify the best leads
  • Create focused property and contact lists to ensure communication is targeted and relevant