Vault CRM: Mastering Data Cleanup with Vault - Webinar, Friday, Oct. 10th, at 12:00 PM to 1:00 PM AEST

Explore the powerful suite of tools within MRI Vault CRM designed to clean, maintain, and optimise your database. Whether you're new to the platform, have recently imported data, or are simply looking to refine your data management processes, this session is tailored to help you get the most out of your CRM.

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About this course

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

  • Identify and manage duplicate contacts and properties to preserve data integrity
  • Detect and correct inaccurate data by targeting specific fields, ensuring your database remains accurate and complete
  • Organise and maintain contact categories for better segmentation and reporting
  • Set up automation triggers to support ongoing data maintenance, reducing manual effort and streamlining your workflows

About this course

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

  • Identify and manage duplicate contacts and properties to preserve data integrity
  • Detect and correct inaccurate data by targeting specific fields, ensuring your database remains accurate and complete
  • Organise and maintain contact categories for better segmentation and reporting
  • Set up automation triggers to support ongoing data maintenance, reducing manual effort and streamlining your workflows