
Vault CRM: Contact Card Essentials - Webinar, Friday, Nov. 14th, at 12:00 PM to 1:00 PM AEST
Join us for an in-depth look at the contact card functionality in MRI Vault CRM. Whether you're just getting started or looking to deepen your expertise, this session offers practical guidance on maximising the potential of the contact card page.
By the end of this webinar, participants will be able to:
- Navigate and utilise features of the contact card with confidence
- Customise the contact card layout to suit your specific business needs, improving efficiency and user experience
- Generate and store letters directly within the filing cabinet for seamless documentation
- Create targeted listing campaigns for buyers based on their saved property preferences