12Assets

This chapter contains the following:

Assets are high-net-worth products owned by an organization. After the functionality is enabled by the administrator, you can create and manage assets.

You use assets in the following ways:

  • Click Sales > Assets on the springboard to use a full set of create, edit, and manage assets capabilities

  • Manage assets within the context of accounts

  • Associate assets with activities, such as tasks and appointments

  • Create an organization-level view of calendars associated with assets

  • Associate assets with opportunities and leads

You can view different records from the two saved searches provided on the Assets landing page.

Here's a list of the supplied saved search for assets.

Record Set Name Description

My Customers' Active Assets

All active assets associated with your customers

All My Customers' Assets

All assets, purchased in the last six months, associated with your customers (although the time frame can be modified by the administrator)

You can view asset information for your accounts from the Assets or Accounts page.

Here's how to view assets from the Assets page.

  1. Sign in to a sales application as a sales manager.

  2. Click Sales > Assets on the home page.

  3. On the Assets landing page, view the summary details.

  4. Click an asset record to view and edit the asset details.

Here's how to view assets from the Accounts page.

  1. Sign in to a sales application as a sales manager.

  2. Click Sales > Accounts on the home page.

    The Accounts landing page appears with a list of accounts.

  3. Click an account.

    The Edit Account page appears.

  4. Click the Assets subtab.

If enabled by the administrator, you can also view asset information in activities, such as appointments, tasks, and call reports.

You can create asset information for your accounts.

To create assets from the Assets page:

  1. Sign in to a sales application as a sales manager.

  2. Click Sales > Assets on the home page.

  3. In the Assets landing page, click Create Asset.

  4. Enter the details, such as the account, product, status, quantity, and purchase price.

  5. Click Save and Close.

To create assets from the Accounts page:

  1. Sign in to a sales application as a sales manager.

  2. Click Sales > Accounts on the home page.

  3. In the Accounts landing page, edit an account.

  4. In the edit page, click the Assets tab.

  5. Click Create Asset and enter the details.

  6. Click Save and Close.

You can edit asset information for your accounts from the Assets or accounts page..

To edit the assets from the Assets page:

  1. Sign in to a sales application as a sales manager.

  2. Click Sales > Assets on the home page.

  3. In the Assets landing page, select an asset to edit.

  4. In the Edit Asset page, you can edit the asset information, such as owner, as well as details like status, quantity, and purchase price.

  5. Save your changes.

To edit the assets from the Accounts page:

  1. Sign in to a sales application as a sales manager.

  2. Click Sales > Accounts on the home page.

  3. In the Accounts landing page, edit an account.

  4. In the edit page, click the Assets tab.

  5. Select an asset to edit and edit the details.

  6. Save your changes.

You can delete asset information for your accounts from the Accounts landing page or the Assets landing page.

To delete assets from the Assets landing page:

  1. Navigate to Sales > Assets on the springboard.

  2. In the Assets landing page, select an asset.

  3. In the Edit Asset page, select Delete Asset from the Actions menu.

  4. Respond to the confirmation message.

To delete assets from the Accounts landing page:

  1. Navigate to Sales > Accounts on the springboard.

  2. In the Accounts landing page, edit an account.

  3. In the Edit page, click the Assets tab.

  4. Select an asset to delete.

  5. In the Edit Asset page, select Delete Asset from the Actions menu.

  6. Respond to the confirmation message.

You can use the mass update feature to update multiple fields on several asset records at once, without having to go into each individual record.

Among the fields that you can update are:

  • Asset Owner

  • Status

  • Quantity

  • Purchase Date

Note: Your administrator must enable this feature before it's available in the application.

Steps to Apply Mass Update

Here's how to update several fields on multiple assets at once:

  1. Navigate to the Assets landing page.

  2. Search for the records you want to update.

  3. Click Update from the Actions menu.

  4. Select the records that you want to update and click the Update button.

  5. Select the fields and assign or enter values for them. Keep in mind:

    • If you want to update a field that has a parent field, then the value of the parent field must be the same across all child records selected for mass update.

    • You can't apply mass update to conditionally updatable fields.

  6. When you're done making updates click Submit.

You can export a list of assets from the application. When you export assets, the application generates a spreadsheet file that you can save locally.

To export assets, from the Assets landing page, click Export List in the Actions menu.