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Tracking Activities

Collaborating with Your Team & Customers with Docs

Learn how to create collaborative workspaces with your customers and share knowledge using Docs.

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Document Customer Interactions with Notes
Tracking Activities

Document Customer Interactions with Notes

Learn how to document your customer interaction in Vitally using Notes.

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Keep Work on Track with Tasks
Tracking Activities

Keep Work on Track with Tasks

Learn how to manage your day-to-day and keep work on track using Tasks.

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Keep Teams on Track with Projects
Tracking Activities

Keep Teams on Track with Projects

Learn how to use Projects to keep your team and customers on track towards their goals.

Related Product Tours

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Docs

Docs

Collaborate with customers in real-time, leveraging customer data and insights from Vitally.

Notes

Notes

Track and stay ahead of customer needs while also keeping your organization informed on important updates.

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