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Glossary

 

Word List Definition  Links  and References
Account List This is the collective number of accounts available in Kapta. Add Task, Templates, Add Documents to Accounts, Accounts Metrics Views and Filters ,  Overview, Add Note
Account Specific  It refers to individual accounts. Account Activity Feed, Account Voice of Customer (VOC) Report, Accounts Metrics Views and Filters , Add Task, Managing Tasks
Account Type - Normal Standard business rules apply, this can be defined internally by your company.   Account Types, Add Account, Archive Accounts, Account Activity Feed
Account Type - Strategic Special partnership or business rules apply, this can be defined internally by your company. Account TypesAdd Account, Account Planning, Archive Accounts, Account Activity Feed
Accounts Refers to a record of an organization within Kapta. Accounts Template, Archive Accounts, Accounts Views and Filters , Add Documents to Accounts, Account Types
Action Plan It is a sequence of steps that must be taken in order to accomplish the set to goals for the account. Action Plan, Action Plan Filters, Proactive Key Account Management, Staying Focused with Tasks
Active Opportunities Currently working on the improvement of the accounts. Account Profile Report, Add Opportunity, DetailsTab Views and Filters , Reports Overview
All Accounts It the record of all existing account in within Kapta Accounts Views and Filters , Account Filters, Archive Accounts, Account Types, Add Account
Archived Accounts Storing files that you do not want to delete in the system. Retrieve an Archived Account, Archive Accounts, Accounts Metrics Views and Filters , Account TypesAdd Account
Check In Defines the frequency of interaction and send a notification reminder for you. Staying Focused with Tasks, Add Key Player, Voice of Customer, Account FiltersMetrics, Appraisals
Check In Notifications It is s a system button that you can turn on to remind your to contact your key player.  Add Key Player, Configuration, VOC Survey by Email, Staying Focused with Tasks, Account Filters, Voice of Customer
Company Details Items describing the company/account within Kapta.   Configuration
Configuration Arrangement or set-up of your Kapta. Configuration, Metrics
Contacts See "Key Player". Contacts
Contacts – Champion A stakeholder – advocate from management who supports the venture. Relationship Matrix Report, Key Player Mapping, Key Player Roles
Contacts - Decision Maker Administers and makes key decisions for a business. Relationship Matrix Report, Key Player Mapping, Add Key Player, Key Player Roles
Contacts - Executive Sponsor Responsible for the progress and success of a project, partnership, etc. Relationship Matrix Report, Key Player Mapping, Add Key Player, Key Player Roles
Contacts – Influencer A key player that has power to affect the decision of others. Relationship Matrix Report, Key Player Mapping, Key Player Roles
Contacts - Point of Contact Serves as the main source of information concerning an activity or program. Contact Notes, Voice of Customer, Search Bar, Key Player Mapping, Add Key Player
Contacts - Recommender Endorses or initiates an action. Relationship Matrix Report, Key Player Mapping, Key Player Roles
Contacts – Role The position/function of a certain key player. Add Key Player, Reports Overview, Key Player Roles
Contracts A documentation of agreement for closing a deal. Contracts Views and Filters, Details Tab Views and Filters , Account Profile Report, Key Player Mapping, Add Documents to Accounts
Contributing Accounts Active and participating account Accounts Metrics Views and Filters
Contributor Kapta users that log in in the system. Add Contributors to an Account, How do I see my team's progress?, Add Account
Custom Fields This where you can specify additional data. Custom Fields, Account Filters, Account Filters, Overview, Add Account
Dashboard The Dashboard allows you to see how your company is progressing against its goals and objectives. It is also the default page upon opening Kapta. Dashboard, Using the Dashboard Page, See how your updates are displayed on the Dashboard, Using the Team Status page, Filters
Data Reports and Extracts Refers to an available resource for the download of reports. Data, Dashboard,
Decision Power  - L Second to the most impact regarding business decisions. Key Player Roles, Relationship Matrix Report, Add Key Player
Decision Power  - M In the middle power over the business decisions. Key Player Roles, Relationship Matrix Report, Add Key Player
Decision Power  - S (Least Weight) Less weight of influence regarding decision making. Add Key Player
Decision Power  - XL (Most Weight) This is one that has most impact to the business relationship. Add Key Player, Key Player Roles
Features, SSO and API It is a single sign-on to your google account  Configuration
Filters It helps customize the view within Kapta. Filters, Hierarchy Views and Filters, Accounts Views and Filters , Contracts Views and Filters, Action Plan Tab Views and Filters
Freshness Determines how frequently a task or action should be updated to keep the account fresh. Configuration
Freshness Cadence Determines how frequent action should be updated to keep account information up to date. Configuration
Friend/Foe - A (Most Friendly) Key player is highly inclined to receive and ideas in the business Add Key Player, Key Player Roles
Friend/Foe - B Active and responsive. Relationship Matrix Report, Key Player Roles
Friend/Foe – C At hand on the respond of ideas. Add Key Player
Friend/Foe – D Somewhat focused on leveraging the business. Add Key Player
Friend/Foe – E Knows the business but passive. Add Key Player
Friend/Foe - F (Least Friendly) None responsive. Add Key Player
Goal Management Involves the development of an action plan designed to motivate and guide a person or group toward a goal. Giving and Receiving Feedback, Users
Health It shows the graphical representation of your business relationships. Health Score Explainer, Portfolio Report, Configuration, Account Profile Report, Details Tab Views and Filters
Health Score A specific rating on the overall health of your account. Health Score Explainer, Portfolio Report, Configuration, Account Profile Report
Integrations This combines and  sync data with your integrated applications, like Sales Force or Slack. Slack Integration, Email Integration (kapta@kapta.com), Configuration,
Internal Contact Refers to your co-employees, partners, and team members with direct interface to the particular key player. Key Player Roles, Reports Overview, Add Key Player, Configuration
Key Account Management Relationship between your business and the customers. It describes your company's approach in order to create long term business relationship. Proactive Key Account Management, Kapta Key Account Management blog
Key Player These are the most important people that you interact with for the account. Key Player Roles, Key Player Mapping, Edit Key PlayerAdd Key Player, Org. Chart View
Key Player Information Gives you the detail of the key player role with in the account. Key Player Roles, Edit Key Player, Add Key Player, Org. Chart View, Health Score Explainer
Labels Customize the language (jargon) used on the application to describe your work follow and structure. Configuration, Accounts Template, Metrics, Account Types, Add Account
Logons A graphical view of users log in to Kapta. Users, Workgroups
Metric Details A guide for the set parameters or measurement used to compare or track performance. Details Tab Views and Filters , Metrics, Accounts Metrics Views and Filters , Account Profile Report
Metrics Benchmarks used in order to compare or track performance. Metrics, Accounts Metrics Views and Filters , Tracking An Action as a Metric, Details Tab Views and Filters , Reports Overview
My Account It is individual account in Kapta. Accounts Views and Filters , Relationship Matrix Report, Add Task, Accounts Metrics Views and Filters
My Tasks – Beyond Task that you must close/accomplish and may go beyond months or even a year. Managing Tasks, Add Task , Overview
My Tasks - Next Week Task that you must close/accomplish following week. Overview
My Tasks - Today Task that you must close/accomplish today. Managing Tasks, Add Task, Overview, Creating your own Goals , Viewing your Goals
My Tasks - Tomorrow Task that you must close/accomplish following day.  Managing Tasks, Add TaskOverview
Note A brief record of facts, topics or thoughts relating to the account. Add Note, Notes/Tasks Views and Filters, Dashboard, Contact Notes
Opportunities It is something that can be improved on for the accounts. Opportunities, Add Opportunity, Account Profile Report, Key Player Mapping, Proactive Key Account Management
Owner The person responsible for the account in Kapta. Writing Great Goals, Add Account, Portfolio Report, Tracking An Action as a Metric, Users
Portfolio Activity Shows all activities within Kapta. Account Activity Feed , Overview
Product List This organizes all of your business's goods and/or services. Add Account, Account Filters, Overview, Users,
Reports It is the compilation record and task made within Kapta. Reports Overview, Portfolio Report, Report Packs, Relationship Matrix Report, Account Profile Report, Account Voice of Customer (VOC) Report
Reports To Refers to the customer organizations hierarchy. Add Key Player
Settings A function within Kapta the can change the configuration of a certain selection on the menu. Configuration, Filters, Activating SSO (Google Auth) Feature, Opportunities, Metrics, Slack Integration
Summary Gives you a roll-up of all your data in Kapta and puts your finger on the 'pulse' of your organization. Details Tab Views and Filters  , Hierarchy Views and Filters, Using the Team Status page, Portfolio Report, Metrics
Task A piece of work assigned to a certain individual or group of users within Kapta Managing Tasks, Add Task, Notes/Tasks Views and Filters, Staying Focused with Tasks,
Team A group of people within your organization required to complete a task, job, or project. Created manually in Kapta. Teams, Teams Views and Filters , Using the Team Objectives Page, Using the Team Status page
Team List List of all the created teams for your company within Kapta. Using the Team Objectives Page, Users, Dashboard, Add Contributors to an Account, Workgroups, Users
Templates The form or set series of actions created within Kapta for use within the accounts. Templates, Re-Launch Templates, Accounts Template,
User List List of peple using Kapta within your company. Users, Dashboard, Add Account,
Voice of Customer (VOC) A Kapta document survey that captures your customers' goals, expectations and challenges. Account Voice of Customer (VOC) Report, Plan/VOC, Voice of Customer, VOC Survey by Email, Reports Overview
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