Activity Items
Notes, Tasks, Conversations, Projects, and Docs.
By Sharon and 3 others4 authors19 articles
- NotesDocument important notes and ongoings for your accounts
- TasksVitally can be used as a powerful task management system for helping guide day-to-day priorities for your team.
- ConversationsView and start conversations with your accounts directly within Vitally
- ProjectsManage your customer projects where you manage your customers.
- DocsA dedicated workspace to gather and share information.
- Categories & TagsCategories and Tags help you organize your activity items in Vitally, and give you some power alongside account views & playbook automations
- MeetingsSync Google Calendar or Outlook Calendar events to Vitally as activity objects.
- How Can I Report on Conversations Started from Playbooks?This article walks you though filtering and reporting options for conversations that were started via automated Playbook actions.
- How does Vitally handle meeting associations, including participant adjustments and external integrations?
- Vitally Email ServiceSend emails at scale using your own domain
Docs Troubleshooting Guides
Troubleshooting steps to tackle Doc errors
Conversation Troubleshooting Guide
Troubleshooting steps to tackle common Conversation issues
- I'm getting a Conversation Template ErrorTroubleshooting steps to resolve your template error
- Conversations displaying on the wrong accountsTroubleshooting steps to find out why your conversations display across the wrong accounts.
- Manually created conversations fail to sendTroubleshooting steps to address why your conversation is failing to send
- Automatic BCC Including Additional Recipients in Vitally EmailsEmails sent through Vitally automatically copy additional team members due to a configured BCC address.
- There's missing email(s) in VitallyLearn why emails might not sync to Vitally’s Active Conversations and how to resolve such issues.
Note Troubleshooting Guides
Troubleshooting guides for notes