Skip to content

Vault CRM: Vault App - Webinar, Friday, April 10th, at 12:00 PM to 1:00 PM AEST

In this webinar, you’ll gain a comprehensive overview of how to confidently navigate and make the most of the Vault App. We’ll guide you through the core features — from managing contacts and properties to running open home check-ins and building effective call lists. Whether you’re just getting started or want to sharpen your existing skills, this session will help you unlock the app’s full potential and work more efficiently.

Cancel Apply

rate limit

Code not recognized.

About this course

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

  • Confidently navigate the Vault App dashboard, including managing your pipeline and generating call list.
  • Effectively manage contacts by adding new records, updating information, and tracking important details.
  • Set up and manage the automatic SMS for open homes, including the open home check-in processes (QR codes, kiosks, and manual entry).
  • Add and manage properties and appraisals within the app, seamlessly integrating them into your pipeline for streamlined lead tracking and follow-up.

About this course

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

  • Confidently navigate the Vault App dashboard, including managing your pipeline and generating call list.
  • Effectively manage contacts by adding new records, updating information, and tracking important details.
  • Set up and manage the automatic SMS for open homes, including the open home check-in processes (QR codes, kiosks, and manual entry).
  • Add and manage properties and appraisals within the app, seamlessly integrating them into your pipeline for streamlined lead tracking and follow-up.