Adding an Account Asset

You can add a new assets to an account or edit the list of assets associated with an account. Assets are also added to an account when an opportunity for the account is won.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

To add

  1. Open the Account Detail view.
  2. On the Assets tab, click Insert New Asset.
  3. Complete the required asset information boxes.
  4. Click OK.

Related Topics

Deleting an Asset from an Account

Editing an Asset

 

 

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