January 2025
Key Releases
View Detailed Health Score Breakdown
Get deeper insights into customer health at a glance with a new Health Score breakdown interaction. Hover over a health score anywhere inside Vitally and expand each section of the health score to get a better understanding of how your customers stack up.
With this update, we’ve also updated how we indicate the “band” that the customer’s health score metrics fall into to make it clear which parts of the health score are impacting the overall score.
Additional Releases
Playbook Reporting Improvements
The History view of a Playbook now has three tabs to provide more detailed insight into how a Playbook is running:
In Progress - displays enrollees matching rules but at some “Wait” step
Completed - displays enrollees that reached an end state of the Playbook
Stopped - displays enrollees that exited the Playbook prior to reaching an end state, due to the enrollee no longer matching the rules
Export Team Members to CSV
Admins can now export team members to a CSV from the “Manage Team” page in Settings, making it easier to manage your team and understand their current access to Vitally.
Integration Releases
Toggle Gong Notifications by User
Vitally users can now toggle whether they want to receive notifications about Gong meeting suggestions, giving you more control over the notifications you want to receive. Head to Profile > Notification Settings to make this change.
CRM Integrations Backfill Logic
We've made two enhancements to our backfill logic for CRM integrations:
We will now auto-backfill data created/updated for newly tracked Accounts and Organizations (for the time they were ignored)
The HubSpot integration has been updated to support backfilling Tasks and Notes (this is done for newly created or tracked Accounts and Organizations)