Vault CRM: Getting Started for Admins - Video

Learn to navigate Vault CRM’s administration features, including property appraisals, listings, marketing, and sales processing, to streamline tasks and enhance efficiency.

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About this course

Dive into the world of MRI Vault CRM administration with this webinar tailored for beginners and those looking to enhance their skills. This session is designed to equip you with the fundamental knowledge and techniques necessary to navigate MRI Vault CRM’s administrative functionalities with confidence. From adding property appraisals to managing listings, marketing properties, and processing sales, this webinar covers all the basics. Learn how to leverage MRI Vault CRM’s features to streamline administrative tasks, enhance efficiency, and ensure seamless operations.

Upon completion of this video, you will be able to:

  • Record property appraisals, ensuring comprehensive record-keeping and effective management of property information
  • Convert properties to listings seamlessly
  • Produce marketing and promotion of properties to potential buyers or tenants
  • Record contacts and link their enquiries to a listing
  • Process sales from conditional to settlement stage, ensuring all relevant sales information is recorded

Curriculum1 hr 0 min

  • Vault CRM: Getting Started for Admins 1 hr 0 min
  • Survey

About this course

Dive into the world of MRI Vault CRM administration with this webinar tailored for beginners and those looking to enhance their skills. This session is designed to equip you with the fundamental knowledge and techniques necessary to navigate MRI Vault CRM’s administrative functionalities with confidence. From adding property appraisals to managing listings, marketing properties, and processing sales, this webinar covers all the basics. Learn how to leverage MRI Vault CRM’s features to streamline administrative tasks, enhance efficiency, and ensure seamless operations.

Upon completion of this video, you will be able to:

  • Record property appraisals, ensuring comprehensive record-keeping and effective management of property information
  • Convert properties to listings seamlessly
  • Produce marketing and promotion of properties to potential buyers or tenants
  • Record contacts and link their enquiries to a listing
  • Process sales from conditional to settlement stage, ensuring all relevant sales information is recorded

Curriculum1 hr 0 min

  • Vault CRM: Getting Started for Admins 1 hr 0 min
  • Survey