Vault CRM: Action List & Automation - Webinar, Friday, Sep. 12th, at 12:00 PM to 1:00 PM AEST

Discover how to simplify your daily tasks and enhance client communication with MRI Vault CRM’s Action List and automation features. This webinar will walk you through creating personalised templates, setting up automated touchpoints, and managing your workflow with ease. Whether you're aiming to save time, stay organised, or deliver consistent client experiences, this session will provide the practical tools you need to make it happen.

By the end of this webinar, participants will be able to:

• Create email, SMS, and cloud letter templates for use within Action Lists, ensuring consistent and personalised communication
• Set up Action Lists tailored for key events
• Efficiently complete Action List tasks via the To-Do list to enhance workflow management
• Implement automation around triggers to streamline client interactions and save time