Skills allow you to state the handling requirements of your contacts.

• For example,

  • if you have a contact (client) who has autism and needs someone who is autism trained to work with them, you can

    • add Autism Training as a Skill Required by the contact

    • and as a Skill Possessed by your team members who have had that training.

Getting started with skills

• Turn on Skills across the Organisation

• Add a Skill to your organisation

• Assign skills required to contacts

• Assign skills possessed to users