Vault: Action List & Automation - Live Online Training (Teams)
Take your client relationships to the next level in this engaging, hands-on workshop designed to help you master the power of Action Lists and Automation. Whether you’re looking to streamline your processes, improve client communication, or automate repetitive tasks, this session will provide you with the tools and strategies you need to optimise your workflow.
You’ll gain practical, actionable insights and learn how to:
- Enhance Client Communication: Streamline interactions and automate key touchpoints to stay connected.
- Customise Your Templates: Set up personalised email, SMS, and cloud letter templates that suit your clients' needs.
- Efficient Task Management: Organise your to-do list and tasks more effectively by integrating them with Action Lists.
- Automation: Set up automatic triggers to keep your data accurate, simplify data management, and reduce the need for manual work.
CPD (Tasmania Only)
This course has been approved by the Property Agents Board for 2 CPD points (industry specific).
Please click here to complete the CPD registration form to ensure you receive your certificate of attendance.
Location
Online (Teams)
Duration
2 Hours
Cost
The cost of this workshop is $150 + GST per person
Please note the purchase button and payment screen will display the price as GST inclusive ($165 including GST per person)
Payment and Registration Notes (please read!):
- The list price for this course is per person and includes GST
- By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit card
- When registering for this course, you must select the specific date on which you want to attend the training at the purchase screen
- After selecting the date and paying online, you will receive an email confirming your registration