Setting on a roadmap for a training path is as simple as creating the roadmap and just adding the categories for the specific trainings.

To create one, click on Roadmaps on the top menu.

Click on New Roadmap. On the new screen, enter:

  • Name: the roadmap name for the training path.

  • Type: indicate what entity to use. In this case, Contact.

  • Include all records: indicate if you'd like to include all contacts.

  • Description: roadmap description.

In the setup a screen, add the different categories that the employee needs to have for the training path.

To run the roadmap, click on the View Roadmap button.

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