Create Qualification Entries

Create Qualification entries 

  • Qualification entries can be created and assigned to any Account record for reporting purposes.

Step1. Create a Qualification.

  • Navigate to Settings-Contacts-Qualifications

  • Create a Qualification 
  • Provide a name for your qualification.
  • Click on Save when finished.

Step2. Assign a Qualification to an Account record.

  • Edit an Account record. (Or when creating an account)
  • Scroll down to Details and select the qualification you created from the drop-down menu.

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