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Accounts & Organizations

Setting Up Lifecycle Tracking

Learn how to set up lifecycle tracking in your Vitally account.

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Other Videos in This Course

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Accounts & Organizations

What are Accounts, Organizations, and Users?

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Accounts & Organizations

Setting Up Lifecycle Tracking

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Accounts & Organizations

What are Custom Objects?

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Accounts & Organizations

What are Lifecycle Stages?

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Dashboards

Dashboards

Track performance, KPIs, and the impact of Customer Success.

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Dashboards
Discussions

Discussions

Easily loop in your team to collaborate on feedback, questions, and more.

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Goals

Goals

Set Goals to track customer and business outcomes to inform strategies.

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Goals
Notes

Notes

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

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Notes

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