🏄
Getting Started
➡
Pushing data to Vitally
⬅
Getting data out of Vitally
🔁
Managing the customer lifecycle
💟
Account health scores & metrics
📊
Reporting & Segmentation
🔔
Automated Playbooks & Alerts
💯
Using Vitally's NPS surveys
⚙
Administration
Navigating Vitally with 'Quick Jump' and other Shortcuts
Quick Jump
Wondering how to configure something in Vitally? For example, not sure where to find our "Health Scores" feature? No sweat - open our Quick Jump window and search for whatever feature or configuration option you are looking for!
You can open the quick jump window with specific keyboard shortcuts:
- Mac:
⌘ + j - Windows:
Alt + j
The support menu in the bottom left also has a link to open Quick Jump:
The Global Create Button
Another way to quickly access key features from anywhere in Vitally is by using the Global Create button at the top left of Vitally's UI:
Simply clicking on the menu allows you to skip navigating to settings, and immediately start creating!
Text Editor Shortcuts
Vitally's text editor - found in places like Notes, Conversations, Tasks, and Projects - has a few shortcuts of its own!
- Highlight text to format and add hyperlinks
- Use the
/command to add inline formatting and content like images - Use the
@command to mention a teammate and send them a notification - Use the
{to add a variable in Conversations and Projects i.e. First Name, Account Name, Renewal Date, etc.
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