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 watching these in order.
- 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
- Video 11: Account Documents and Products
- Video 12: Account Action Plans
- Video 13: Account Tasks
- Video 14: Account Notes
- Video 15: Kapta Coaching
- Video 16: Account Health Score
- Video 17: Account Metrics
- Video 18: Team Dashboard
- Video 19: Portfolio Accounts
- Video 20: Portfolio Contracts and Opportunities
- Video 21: Portfolio Metrics
- Video 22: Portfolio Products
- Video 23: Reports