How can I edit assets?

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.