Projects
Standardize your tasks and customer workflows with Projects.
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Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
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Docs
Collaborate with customers in real-time, leveraging customer data and insights from Vitally.
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Related On-Demand Courses
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Tracking Activities
Keep Teams on Track with Projects
Learn how to use Projects to keep your team and customers on track towards their goals.
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Tracking Activities
Keep Work on Track with Tasks
Learn how to manage your day-to-day and keep work on track using Tasks.
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Tracking Activities
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
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