- Module 1: Contact Management
-
Adding a Contact - Video 0 hr 3 min
-
Adding a Contact - Quiz
-
Find Contacts - Video 0 hr 2 min
-
Find Contacts - Quiz
-
Filter Contacts - Video 0 hr 4 min
-
Filter Contacts - Quiz
-
Recording Notes & Setting Reminders - Video 0 hr 2 min
-
Recording Notes & Settings Reminders - Quiz
- Module 2: Pipeline and property overview
-
Pipeline Management - Video 0 hr 5 min
-
Pipeline Management - Quiz
-
Find Properties - Video 0 hr 4 min
-
Find Properties - Quiz
-
Filter Properties - Video 0 hr 4 min
-
Filter Properties - Quiz
Wingman Group: Data & Prospecting - Vault Certification Exam
The Wingman Group Vault Assessment certification provides a comprehensive, hands-on understanding of data management and prospecting.
Module 3: Data & Prospecting
This module focuses on effective data management and prospecting in Vault. You’ll learn how to add and manage contacts, record notes and reminders, and use advanced search and filter tools. The module also covers pipeline management and property search functions, helping you track opportunities and maintain an organised, accurate database.
Each lesson includes a short quiz to reinforce your learning and ensure you understand the key concepts covered. After completing all lessons, you will participate in a live assessment, where you’ll demonstrate your practical skills in Vault to finalise your course completion.