Kapta Video Series
- 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
Core Concepts: Our KAM Process
- KAM: Quarterly Business Reviews
- Know-Act-Measure
- Know: SWOT
- Know: Voice of Customer (VOC)
- Know: Key Players
- Act: Action Plan
Kapta User Interface
- How to View Closed-Won Opportunities and ReSync with Salesforce or HubSpot
- UI Overview
- Dashboard
- Search Bar
- Reports
- Filters
Account Setup
- Accounts Details: Quarterly Business Reviews
- Creating an Account
- Account User Interface
- Account Details: Summary
- Account Details: Health Score
- Account Details: Metrics
Account Action Plans
- Action Plans
- Action Plan Templates
- Action Plan: Goals
- Action Plan: Objectives
- Action Plan: Actions
- Action Plan: Tasks
Account Tasks and Notes
- Account Tasks
- Creating a Task
- Account Notes
- Create New Note
- Quick Note
- Key Player / Contact Conversation Notes
Teams
Portfolio Contracts, Opportunities, Metrics, Products
Events
Reports
Settings (for Administrators)
- Quarterly Business Review (QBR) Settings
- Settings Page
- Configuration Settings
- Custom Fields Settings
- Custom Fields - Advanced Options
- Metrics Settings
Data (for Administrators)
Integrations
- Jumpcloud SSO
- Microsoft Teams Integration
- Dynamics 365 Integration
- Kapta Connect for Outlook
- Kapta Connect with Gmail
- Zapier Integration