What are Cards & Decks?
Learn how to surface the right information at the right time using Cards & Decks in Vitally.
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Other Videos in This Course
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What are Custom Objects?
Let's go over how to create non-native objects within Vitally.
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What are Traits?
See how Traits help you define and organize accounts and organizations in Vitally.
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What are Accounts, Organizations, and Users?
Explore the difference between accounts, users, and organizations.
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Health Scores
Achieve a more accurate picture of customer health. Create scores that dynamically change based on lifecycle stage, segmentation, and much more.
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Calculated Traits
Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.
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Automation
Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.
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