verview
Table of content
Step-By-Step
Create Qualification process
1- In Tabs => Click on “Qualification Processes
2- Click on “ New”
STEP 2
❑ Information
1- Fill Qualification process Name “ENGINEERING EQUIPMENT”
2- Fill Start date
You can add Reason
3- Click on Save
How add the accounts to Qualification process
STEP 3
1- In Tabs => Click on “Qualification Processes”
2- In View menus , select “ My Qualification Processe
3- In Listviews Click on Qualification Process you want to add an account
STEP 4
Scroll down to find the "Account Qualification Processes" and Click on the button "New Qualification Process
STEP 5
❑ Select an account
Qualification Process is automatically fill in this square “ENGINEERING EQUIPMENT”
1- Fill an Account“ you can use the magnifier at the right of the "Account”
2- Click Save
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