Are you a CSM who's new to Vitally? Our Customer Success team has put together this curated learning path from the Vitally Academy library of videos to set you on the right track.
Time to Complete: 20 minutes
Document Customer Interactions with Notes
In this video, you'll learn how to use Vitally's Notes feature to keep track of your customer interactions.
Time to Complete: 3 minutes
Keep Work on Track with Tasks
In this video, you'll learn how to leverage Vitally's Task feature to keep your work on track day-to-day.
Time to Complete: 2 minutes
Organize Work with Projects
In this video, you'll discover how to use Vitally Projects to organize your work and manage large-scale projects with customers.
Time to Complete: 3 minutes
Personalize Your Workspace with Your Private Hub
In this Workshop, you'll hear from a Vitally CSM (Stephanie Townes) how she manages her book of business and daily work in her personal Hub, to inspire your own Hub setup.
Time to Complete: 10 minutes
Congrats on completing your Vitally CSM Learning Path! Here's what to do next:
Sign up for our Intro to Vitally program, a one-hour live training session with Vitally's own CS team to get you upskilled and ready to jump into Vitally.