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Video 1: Kapta User Interface
Video 2: The Dashboard
Video 3: Filters
Video 4: Creating and Editing an Account
Video 5: Account Key Players and Contacts
Video 6: Account Contracts and Opportunities
Video 7: Account SWOT Analysis
Video 8: Account Voice of Customer
Video 9: Business Reviews
Video 10: Risk

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Video 21: Portfolio Metrics

Bonnie Roskes

May 18, 2025 17:22
Updated

This video covers account metrics at the portfolio level.

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Video 23: Reports

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