Vault: Prospecting & Vault App - Live Online Training (Teams)

In this workshop, you'll discover how to efficiently manage your appraisals, contacts, and client communication—whether you're working from your desktop or on the go. You'll gain practical strategies to streamline your workflow, stay organised, and optimise your follow-up processes, ensuring that you can manage your tasks seamlessly, no matter where you are.

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

• Manage Pipelines & Track Progress: Apply and track pipelines for appraisals and properties to ensure smooth workflow and timely follow-ups.
• Create & Manage Targeted Precincts: Define and manage farming areas to focus your marketing efforts and prospecting strategies on key regions.
• Filter & Organise Appraisals: Use filtering tools to prioritise appraisals, track follow-ups, and maintain detailed client notes.
• Streamline Communication & Task Management: Build targeted contact distribution lists and stay on top of tasks using the To-Do List for better organisation.
• Maximising the Vault App: Leverage the full potential of the Vault app to optimise your workflow and enhance productivity.

• The list price for this course is per person and includes GST
• By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit card
• When registering for this course, you must select the specific date on which you want to attend the training at the purchase screen
• After selecting the date and paying online, you will receive an email confirming your registration