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Vault CRM: Property Card Essentials - Webinar, Friday, Mar. 13th, at 12:00 PM to 1:00 PM AEDT

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About this course

Join us for an exploration of the property card, where we delve deep into its features and functionalities. Designed for both new users and seasoned professionals, this webinar offers invaluable insights into harnessing the full potential of the property card page. With a focus on time-saving benefits, advanced reporting capabilities, and seamless integration features, this session is a must-attend for anyone seeking to elevate their MRI Vault CRM experience and provide clients with unparalleled service.

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

  • Identify and utilise all features of the Property Card.
  • Modify the Property Card to align with specific business requirements, improving productivity and workflow efficiency.
  • Generate a letter against a property and store it within the filing cabinet.
  • Create targeted listing marketing for buyers based on their property requirements.
  • Generate a feedback report for property owners and provide them with their own login for real-time access to essential information.
  • Review the complete history of a property within MRI Vault CRM.

About this course

Join us for an exploration of the property card, where we delve deep into its features and functionalities. Designed for both new users and seasoned professionals, this webinar offers invaluable insights into harnessing the full potential of the property card page. With a focus on time-saving benefits, advanced reporting capabilities, and seamless integration features, this session is a must-attend for anyone seeking to elevate their MRI Vault CRM experience and provide clients with unparalleled service.

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

  • Identify and utilise all features of the Property Card.
  • Modify the Property Card to align with specific business requirements, improving productivity and workflow efficiency.
  • Generate a letter against a property and store it within the filing cabinet.
  • Create targeted listing marketing for buyers based on their property requirements.
  • Generate a feedback report for property owners and provide them with their own login for real-time access to essential information.
  • Review the complete history of a property within MRI Vault CRM.