How can I view assets?

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.