Vault CRM: Getting Started for Admins - Webinar, Friday, May 8th, at 12:00 PM to 1:00 PM AEST
This webinar is tailored to support administrators in confidently navigating the essential features of MRI Vault CRM. You’ll learn how to seamlessly create and manage appraisals, convert them into listings, match buyers to properties, and oversee the full sales process from listing to settlement. Whether you’re new to the system or looking for a refresher, this session will provide practical guidance to help you manage your admin responsibilities efficiently and accurately.
By the end of this webinar, you will be able to:
- Create appraisals and convert them into listings using a clear, streamlined workflow.
- Send targeted buyer match communications to relevant buyers when a new listing becomes available.
- Manage the sales process from start to finish, confidently overseeing each key stage.