Accounts & Organizations

What are Custom Objects?

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

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What are Accounts, Organizations, and Users?
Accounts & Organizations

What are Accounts, Organizations, and Users?

Explore the difference between accounts, users, and organizations.

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What are Traits?
Accounts & Organizations

What are Traits?

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

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What are Lifecycle Stages?
Accounts & Organizations

What are Lifecycle Stages?

Discover how teams use lifecycle stages to manage the customer journey.

Related Product Tours

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Health Scores

Achieve a more accurate picture of customer health. Create scores that dynamically change based on lifecycle stage, segmentation, and much more.

Automation

Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.

Boost Your Customer Success Productivity Now

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your Customer Success organization.

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