Account Setup
The articles in this section will focus on creating and editing accounts in Kapta.
- Accounts Details: Quarterly Business Reviews
- Creating an Account
- Account User Interface
- Account Details: Summary
- Account Details: Health Score
- Account Details: Metrics
- Account Details: Contracts
- Account Details: Opportunities
- Account Details: SWOT Analysis
- Account Details: Voice of Customer
- Account Details: Adding Key Players and Contacts
- Account Details: Key Players and Contacts List
- Account Details: Documents
- Account Details: Products
- Parent / Sub Accounts