Vault: Contact Card Explained - Recorded Video

Vault: Contact Card Explained - Recorded Video

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About this course

Join us as we delve into the intricacies of MRI Vault CRM’s contact card functionality. Designed for both new users and seasoned professionals, this webinar offers invaluable insights into harnessing the full potential of the contact card page. Discover how to harness every element of the contact card page to streamline processes, maximise data recording efficiency, and elevate client interactions. From customising contact cards to suit your business needs to leveraging MRI Vault CRM’s cloud storage for seamless document management, this webinar covers it all.

Learning Outcomes:

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

  • Identify and utilise all features of the contact card
  • Modify the contact card to align with specific business requirements, enhancing productivity and workflow efficiency
  • Generate a letter against a contact and save within the filing cabinet
  • Create targeted listing marketing for buyers based on their property requirements

Duration: 45 minutes

Curriculum

  • Contact Card Explained
  • Survey

About this course

Join us as we delve into the intricacies of MRI Vault CRM’s contact card functionality. Designed for both new users and seasoned professionals, this webinar offers invaluable insights into harnessing the full potential of the contact card page. Discover how to harness every element of the contact card page to streamline processes, maximise data recording efficiency, and elevate client interactions. From customising contact cards to suit your business needs to leveraging MRI Vault CRM’s cloud storage for seamless document management, this webinar covers it all.

Learning Outcomes:

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

  • Identify and utilise all features of the contact card
  • Modify the contact card to align with specific business requirements, enhancing productivity and workflow efficiency
  • Generate a letter against a contact and save within the filing cabinet
  • Create targeted listing marketing for buyers based on their property requirements

Duration: 45 minutes

Curriculum

  • Contact Card Explained
  • Survey