What are Segments?
Learn how to segment your customer base in Vitally using Segments and Playbook automation.
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What are Custom Objects?
Let's go over how to create non-native objects within Vitally.
What are Traits?
See how Traits help you define and organize accounts and organizations in Vitally.
What are Accounts, Organizations, and Users?
Explore the difference between accounts, users, and organizations.
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Health Scores
Create scores that dynamically change based on lifecycle stage, segmentation, and much more.
Calculated Traits
Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.
Automation
Increase your CS team's productivity by automating account assignment, customer segmentation, and other manual tasks.
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