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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Other Videos in This Course
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Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
Keep Teams on Track with Projects
Learn how to use Projects to keep your team and customers on track towards their goals.
Creating Omnichannel Conversations
Learn how to create omnichannel conversations in Vitally using the Conversations feature.
Related Product Tours
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Automation
Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.
Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
Docs
Collaborate with customers in real-time, leveraging customer data and insights from Vitally.
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