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Add Account

ver. 2.0

 

Adding an Account in Kapta is quick and easy!  Simply follow these steps to create a new account.

  • From any view in Kapta, you can create a new Account by clicking the “Create New” icon and choosing "Account":

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  • You can choose to add an account individually or upload via an excel spreadsheet.

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To Add An Account Using "Quick Add"

Click the “Quick Add” icon.

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The "Creating Account" page will appear. Start from the “Basic” tab.

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Below is a brief description of each field:

1.  Account Name - the name of your client company
2.  Owner - Account Manager or the like assigned to the account
3.  Budget Set Date - start date of the contract, agreement or any document indicating commencement of profit/income
4.  Website - website of the client company
5.  Account Description - brief summary of the client company's product or service, business relationship, etc.
6.  Parent Account - if the account belongs to a bigger account, or is a sub-account
7.  Account Type – See below for examples and definitions of use

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  • Normal – standard business rules apply, this can be defined internally by your company
  • Strategic – special partnerships or business rules apply, this can be defined internally by your company
  • Archived – label for accounts that are retired without necessarily deleting from the system
  • Flagged – typically used in custom account filters  
  • * The Account Type can be changed at anytime.

8.  "Add Contributors" tab - you can add other people within your company, aside from the account owner, to view and edit the account (provided that he/she is entered as a Kapta user)


Once done, click “Save”.

 

Add An Account Using Excel Upload

Click the “Excel Upload” icon.

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Click the “Upload” button and choose the file.

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Follow the instructions and choose the file from your computer. The upload will begin. When done, click “Finish”.

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If there are errors, click the blue error link to see what data did not transfer over

For multiple accounts it is recommended you use the "Accounts Template".  You can access the template by clicking on the blue Accounts Template link from the screen below.  

This template will provide the necessary column headings that need to be present in the worksheet with the according data for the upload to be accurate and without errors.

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* The account type will default to normal unless otherwise specified in the excel spreadsheet column under the Type heading.  The 4 preloaded account types are Normal, Strategic, Archived, and Flagged, as stated above.  The account type definitions are as follows:

  • Normal – standard business rules apply, this can be defined internally by your company
  • Strategic – special partnerships or business rules apply, this can be defined internally by your company
  • Archived – label for accounts that are retired without necessarily deleting from the system
  • Flagged – typically used in custom account filters  
  • * The Account Type can be changed at anytime.

Click here for instruction to edit the account type once the account has been added 

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