Setting on a roadmap for a company position is as simple as creating the roadmap and just adding the categories for the specific position.

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 position.

  • 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 position.

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

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