Tracking Activities
Creating Omnichannel Conversations
Learn how to create omnichannel conversations in Vitally using the Conversations feature.
Ready for the next steps?
Get in touch with someone from our sales team.
Didn't find what you're looking for?
Check out the Vitally Help Center for additional product training.
Other Videos in This Course
All Training CoursesWatch On-Demand Course
Tracking Activities
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
Watch On-Demand Course
Tracking Activities
Keep Work on Track with Tasks
Learn how to manage your day-to-day and keep work on track using Tasks.
Watch On-Demand Course
Tracking Activities
Keep Teams on Track with Projects
Learn how to use Projects to keep your team and customers on track towards their goals.
Related Product Tours
All Product ToursLaunch Product Tour
Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
Launch Product Tour
Automation
Increase your CS team's productivity by automating account assignment, customer segmentation, and other manual tasks.
Boost Your Customer Success Productivity Now
Sign up for a live demo to see how Vitally can improve your Customer Success organization.
Request a Demo