Certifications

Certification is a program in which the vendor confirms that a specialist has the skills required to get a certificate. The certificates issued under 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:

  1. Navigate to CRM → Training & Certifications → Certifications.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. 

Certification form fields

FieldMandatoryDescription

Full name

YAdd the full title of the certification.
Short nameNAdd a short name of the certification.
VendorNSpecify the certification vendor.

Certificates

A certificate is a confirmation issued by the vendor to an employee who has a certain competence. You can add certifications and track of the certificates issued based on them. 

Role required: crm_certificate_manager.

To create a certification, complete the steps below:

  1. Navigate to CRM → Training & Certifications → Certificates.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. 

Certificate form fields

FieldMandatoryDescription
SpecialistNSpecify the employee to whom the certificate is issued.
CertificationYSpecify the certificationon the basis of which the certificate is issued.
NumberYSpecify the certificate number.
Receiving DateNSpecify the date when the certificate is issued.
Expiration DateYSpecify the date when the certificate becomes expired. 
CompanyNSpecify the company of the employee to whom the certificate is issued.