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Accounts & Organizations
Accounts & Organizations

What are Traits?

See how Traits help you define and organize accounts and organizations in Vitally.

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Other Videos in This Course

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Accounts & Organizations

What are Custom Objects?

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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 Lifecycle Stages?

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Hubs

Hubs

Organize teams, customer data, and Views in Hubs to give everyone access to all information relevant to their work.

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Hubs
Projects

Projects

Stay aligned on every detail with your team and customers. Keep track of progress, share deadlines, and drive success.

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Projects
Docs

Docs

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

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Dashboards

Dashboards

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

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Dashboards

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