Overview of Sales Assets

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