Certification is a program, in which the vendor confirms the specialist's skills compliance with the criteria of the required expertise. The certificates issued in the program may differ depending on the directions, levels and other criteria.
Role required: crm_certificate_manager.
To create a certification, complete the steps below:
Navigate to CRM → Training & Certifications → Certifications.
ClickNewand fill in the fields.
ClickSaveorSave and Exitto apply the changes.
Certification form fields
Field
Mandatory
Description
Full name
Yes
Add full title of the certification.
Short name
No
Add abbreviated title of the certification.
Vendor
No
Specify the certificatino vendor.
Certificates
Certificate is a proof of employee having a certain competence, issued by vendor. You can add certifications and keep track of the certificates issued from them.
Role required: crm_certificate_manager.
To create a certification, complete the steps below:
Navigate to CRM → Training & Certifications → Certificates.
ClickNewand fill in the fields.
ClickSaveorSave and Exitto apply the changes.
Certificate form fields
Field
Mandatory
Description
Specialist
No
Specify the employee, to whom the certificate is issued.
Certification
Yes
Specify the certification, based on which the certificate is issued.
Number
Yes
Specify the certificate number.
Receiving Date
No
Specify the date when certificate is issued.
Expiration Date
Yes
Specify the date when the certificate becomes expired.
Company
No
Specify the company of the employee, to whom the certificate is issued.
