Using the Account
Assets Tab
Use this tab to view a list of assets associated with won opportunities or added to an account.
How Do I?
Open the Account Assets tab
- Open the Account Detail view.
- Click the Assets tab. If the tab is not visible, click the More Tabs tab
Add an Asset
Edit an Asset
Delete an Asset
This view contains the following columns:
- Product Name - Displays
the product name.
- SKU - Displays the SKU
of the asset.
- Serial # - Displays
a unique serial number.
- Qty - Displays the number
of this asset owned by the account.
- Contact - Displays the
contact for the account that owns the asset.
- Location - Displays the
location of the asset.
- Asset # - Displays the
asset code.
Related Topics
Accounts Overview
Assets Overview
Closing an Opportunity