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Accounts & Organizations

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?
Accounts & Organizations

What are Accounts, Organizations, and Users?

Explore the difference between accounts, users, and organizations.

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What are Custom Objects?
Accounts & Organizations

What are Custom Objects?

Let's go over how to create non-native objects within Vitally.

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What are Lifecycle Stages?
Accounts & Organizations

What are Lifecycle Stages?

Discover how teams use lifecycle stages to manage the customer journey.

Related Product Tours

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Health Scores

Health Scores

Achieve a more accurate picture of customer health. Create scores that dynamically change based on lifecycle stage, segmentation, and much more.

Calculated Traits

Calculated Traits

Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.

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your Customer Success organization.

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