Vault CRM: Vault App - Video

In this video, you will learn how to navigate and utilise the Vault App. We’ll walk through the essential features, from managing contacts and properties to open home check-in processes and creating call list. Whether you’re new to the app or looking to refine your skills, this session will provide you with a clear understanding of how to use the app’s powerful tools for maximum productivity.

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

• Navigate the Vault App dashboard with confidence and customise it to fit their specific role and workflow.
• Manage contacts efficiently, including adding, updating, and tracking key details for effective communication.
• Set up and manage automated processes, such as welcome SMS and check-in methods (QR codes, kiosks, and manual entries).
• Add properties and appraisals to the app and seamlessly integrate them into their pipeline for consistent lead tracking and management.