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Kapta Help Center
Categories
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Kapta Video Series
The videos in this series walk you through all features and functions of Kapta. If you're new to Kapta, we recommend ...
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Core Concepts: Our KAM Process
Before you get started with Kapta, we recommend reading the articles in this section to become familiar with the core...
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Kapta User Interface
The articles in this section will help you navigate the user interface while working in Kapta.
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Account Setup
The articles in this section will focus on creating and editing accounts in Kapta.
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Account Action Plans
The articles in this section focus on creating and implementing plans in accounts, to further both the company’s goal...
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Account Tasks and Notes
The last two tabs in an account are Tasks and Notes. Along with actions, tasks and notes comprise your to-do list, an...
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Teams
The articles in this section cover teams - groups of users assigned to specific regions, sets of accounts, or types o...
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Portfolio Contracts, Opportunities, Metrics, Products
This section covers the four portfolio-level options in the left menu.
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Events
Template, actions, or tasks that are triggered when certain thresholds are met, or triggered by calendar time periods.
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Reports
The articles in this section focus on the types of reports available in Kapta, and where to access them.
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Settings (for Administrators)
The Settings menu is available for administrators only, and is where you can configure system-wide settings for all u...
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Data (for Administrators)
The Data menu is available for administrators only.
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Integrations
The articles in this section cover how to integrate a variety of external applications into Kapta.