Accounts & Organizations

Setting Up Lifecycle Tracking

Learn how to set up lifecycle tracking in your Vitally account.

Ready for the next steps?

Get in touch with someone from our sales team.

Request a Demo

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 Courses
Play Button Icon
What are Custom Objects?
Accounts & Organizations

What are Custom Objects?

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

Play Button Icon
What are Traits?
Accounts & Organizations

What are Traits?

See how Traits help you define and organize accounts and organizations in Vitally.

Play Button Icon
What are Accounts, Organizations, and Users?
Accounts & Organizations

What are Accounts, Organizations, and Users?

Explore the difference between accounts, users, and organizations.

Related Product Tours

All Product Tours

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

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

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