Vault: Cleaning your data using the power of Vault - Recorded Video

Vault: Cleaning your data using the power of Vault - Recorded Video

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About this course

Let's explore a range of MRI Vault CRM’s tools designed to clean and maintain your database. Whether you're a newcomer to the platform, have recently imported your database, or simply want to optimise your data management practices, this session is tailored for you. Discover how to leverage MRI Vault CRM’s versatile tools to perform duplicate checks, update incorrect data, clean and maintain contact categories, and set up triggers for ongoing data maintenance.

Learning Outcomes:

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

  • Generate duplicate checks on contacts and properties to maintain database integrity
  • Review incorrect data by targeting specific contact fields, ensuring the accuracy and completeness of your database information
  • Clean and maintain contact categories
  • Set up triggers (Automation) to continually maintain data integrity, streamlining data management processes and minimising manual intervention

Duration: 50 minutes

Curriculum

  • Cleaning your data using the power of Vault
  • Survey

About this course

Let's explore a range of MRI Vault CRM’s tools designed to clean and maintain your database. Whether you're a newcomer to the platform, have recently imported your database, or simply want to optimise your data management practices, this session is tailored for you. Discover how to leverage MRI Vault CRM’s versatile tools to perform duplicate checks, update incorrect data, clean and maintain contact categories, and set up triggers for ongoing data maintenance.

Learning Outcomes:

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

  • Generate duplicate checks on contacts and properties to maintain database integrity
  • Review incorrect data by targeting specific contact fields, ensuring the accuracy and completeness of your database information
  • Clean and maintain contact categories
  • Set up triggers (Automation) to continually maintain data integrity, streamlining data management processes and minimising manual intervention

Duration: 50 minutes

Curriculum

  • Cleaning your data using the power of Vault
  • Survey