Vault: All About Commercial - Recorded Video

Vault: All About Commercial - Recorded Video

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About this course

Join us for an insightful webinar focused on exploring MRI Vault CRM’s commercial-specific features. This session 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.

Learning Outcomes:

Upon completion of this webinar, participants 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

Duration: 30 minutes

Curriculum

  • All About Commercial
  • Survey

About this course

Join us for an insightful webinar focused on exploring MRI Vault CRM’s commercial-specific features. This session 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.

Learning Outcomes:

Upon completion of this webinar, participants 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

Duration: 30 minutes

Curriculum

  • All About Commercial
  • Survey