Vault CRM: All About Commercial - Video

This video offers an in-depth look into key features designed to streamline operations and maximise productivity. Learn how to create a Stack Plan for visualising vacancies, set up and apply Listing Configurations, track and manage deals efficiently with reporting capabilities, create custom reports via the Report Writer, and customise database fields to suit your specific requirements.

Upon completion of this video, you will be able to:

• Create Stack Plans within a property to easily visualise vacancies at a glance
• Set up and apply Listing Configurations to capture the relevant property data
• List both internal and external sale or lease deals against a property
• Create custom reports via the Report Writer, producing insights tailored to your specific data requirement needs
• Modify the property card to align with specific business requirements, enhancing productivity and workflow efficiency