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Wingman Group: Day-to-day Task - Vault Certification Exam

The Wingman Group Vault Assessment certification provides a comprehensive, hands-on understanding of day to day task management.

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About this course

Module 2: Day-to-day Task
This module covers the essential daily functions in Vault, including managing appraisals, generating letters, organising documents, handling advertising and invoices, using email/SMS tools, and navigating key admin features like your dashboard, calendar, and to-do list.

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.

Curriculum0 hr 45 min

  • Module 1: Appraisal/Pre-Listing Process
  • Adding a Prospect/Appraisal - Video 0 hr 8 min
  • Adding a Prospect/Appraisal - Quiz
  • Generating Letters - Video 0 hr 2 min
  • Generating Letters - Quiz
  • Filing Cabinet - Video 0 hr 2 min
  • Filing Cabinet - Quiz
  • Module 2: Advertising
  • Creating & Adding Advertising Expenses - Video 0 hr 5 min
  • Creating & Adding Advertising Expenses - Quiz
  • Creating & Adding Advertising Schedules - Video 0 hr 5 min
  • Creating & Adding Advertising Schedules - Quiz
  • Adding Payments & Generating Advertising Invoices - Video 0 hr 4 min
  • Adding Payments & Generating Advertising Invoices - Quiz
  • Module 3: eMarketing
  • Email Communicator - Video 0 hr 4 min
  • Email Communicator - Quiz
  • SMS/TXT communicator - Video 0 hr 3 min
  • SMS/TXT communicator - Quiz
  • Module 4: Administration
  • Dashboard Configuration - Video 0 hr 3 min
  • Dashboard Configuration - Quiz
  • Calendar Management - Video 0 hr 7 min
  • Calendar Management - Quiz
  • Actioning your To Do List - Video 0 hr 2 min
  • Actioning your To Do List - Quiz

About this course

Module 2: Day-to-day Task
This module covers the essential daily functions in Vault, including managing appraisals, generating letters, organising documents, handling advertising and invoices, using email/SMS tools, and navigating key admin features like your dashboard, calendar, and to-do list.

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.

Curriculum0 hr 45 min

  • Module 1: Appraisal/Pre-Listing Process
  • Adding a Prospect/Appraisal - Video 0 hr 8 min
  • Adding a Prospect/Appraisal - Quiz
  • Generating Letters - Video 0 hr 2 min
  • Generating Letters - Quiz
  • Filing Cabinet - Video 0 hr 2 min
  • Filing Cabinet - Quiz
  • Module 2: Advertising
  • Creating & Adding Advertising Expenses - Video 0 hr 5 min
  • Creating & Adding Advertising Expenses - Quiz
  • Creating & Adding Advertising Schedules - Video 0 hr 5 min
  • Creating & Adding Advertising Schedules - Quiz
  • Adding Payments & Generating Advertising Invoices - Video 0 hr 4 min
  • Adding Payments & Generating Advertising Invoices - Quiz
  • Module 3: eMarketing
  • Email Communicator - Video 0 hr 4 min
  • Email Communicator - Quiz
  • SMS/TXT communicator - Video 0 hr 3 min
  • SMS/TXT communicator - Quiz
  • Module 4: Administration
  • Dashboard Configuration - Video 0 hr 3 min
  • Dashboard Configuration - Quiz
  • Calendar Management - Video 0 hr 7 min
  • Calendar Management - Quiz
  • Actioning your To Do List - Video 0 hr 2 min
  • Actioning your To Do List - Quiz