Tracking Activities
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
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Other Videos in This Course
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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
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
Creating Omnichannel Conversations
Learn how to create omnichannel conversations in Vitally using the Conversations feature.
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