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Vault CRM: Getting Started for Sales - Webinar, Friday, June 12th, at 12:00 PM to 1:00 PM AEST

This webinar is ideal for sales agents who are new to the platform or looking for a practical refresher on essential features. You’ll gain hands-on guidance on managing appraisals, working with buyers, and using powerful filtering tools to support effective prospecting.

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About this course

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

  • Add and manage appraisals confidently while tracking progress through the sales pipeline
  • Create targeted call lists for prospecting, with best practices for recording conversations and managing follow‑ups
  • Use the Contact Wizard to accurately add, manage, and maintain buyer contacts
  • Apply contact and property filters to streamline prospecting and uncover high‑value leads

About this course

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

  • Add and manage appraisals confidently while tracking progress through the sales pipeline
  • Create targeted call lists for prospecting, with best practices for recording conversations and managing follow‑ups
  • Use the Contact Wizard to accurately add, manage, and maintain buyer contacts
  • Apply contact and property filters to streamline prospecting and uncover high‑value leads