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Setting roadmaps for locations
Setting roadmaps for locations
Find out how to create a roadmap for location permits
Jose avatar
Written by Jose
Updated over a week ago

Setting on a roadmap for permits in a location is as simple as creating the roadmap and just adding the categories for the specific permits.

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 project.

  • 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 project.

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

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