Every Account that you sync to Vitally will be categorized to 1 of 4 of the following statuses:
Subscribed - Subscribed accounts are your paying customers - those with a recurring subscription (and thus revenue) with your business.
Trials - Accounts with access to your product that are not yet subscribed to your business. These should include accounts on a time-constrained trial (e.g. 7-day access) or accounts on a free plan.
Churned - Accounts that formerly had access to your product but have since canceled their subscription or failed to convert a time-constrained trial.
Ignored - Accounts you simply do not want to track in Vitally. They can be low-value accounts, test accounts, or anything else.
When you are ready to have other team members join you in using Vitally, you can send out invitations from your Team page, found under Organization Settings.
By assigning a CSM (Customer Success Manager) and AE (Account Executive) to your Accounts in Vitally, your team members will be able to:
View a "My Accounts & Data" Workspace that displays only assigned accounts
Automatically have tasks and indicators assigned via Playbooks
Automatically have emails send via Playbooks
Receive in-app and email notifications for their assigned customers