Add a Required Skill to a Contact

Owned by Matt Kepple
Last updated: Jul 30, 2024
1 min read

You can indicate the skills that users need in order to handle a specific contact.

 

How to add skills required to a contact

You will need to Turn on Skills across the organisation before you can add skills to a contact

  1. Go to the Contact’s profile page

  2. On the left panel you will see a section called Skills

  3. It allows you to add a new Skill Required to that Contact

  4. You can add as many skills as have been created