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Creating Certificates From a Customer
This guide walks you through the steps to create a certificate directly from a customer profile.
Step 1: Navigate to the Customer List
From the left-hand menu, go to CRM > Customers, then select the customer you want to view.
Step 2: Create the Certificate
Once you’re on the customer’s profile page:
- Go to the Certificates tab.
- Click Create Certificate.
- Select the certificate type you wish to create.
You’ve now successfully created a certificate from a customer.
