Keep Teams on Track with Projects
Learn how to use Projects to keep your team and customers on track towards their goals.
Ready for the next steps?
Get in touch with someone from our sales team.
Didn't find what you're looking for?
Check out the Vitally Help Center for additional product training.
Other Videos in This Course
All Training Courses
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
Keep Work on Track with Tasks
Learn how to manage your day-to-day and keep work on track using Tasks.
Creating Omnichannel Conversations
Learn how to create omnichannel conversations in Vitally using the Conversations feature.
Related Product Tours
All Product Tours
Automation
Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.
Docs
Collaborate with customers in real-time, leveraging customer data and insights from Vitally.
Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
Boost Your Customer Success Productivity Now
Sign up for a live demo to see how Vitally can improve your Customer Success organization.
Request a Demo