Linking an Asset to a Lead
Accessing Leads Module:
Open the Leads Module from the explore bar on the left side of the page.
Navigating to Lead Information:
Navigate to the MY LEADS tab or use the search bar and toggles to find the relevant lead.
Click on the lead name to open its information page.
Adding an Asset:
Scroll down to the ASSET REGISTER section on the lead information page.
Click on the blue button labeled "Create Asset."
Asset Editor:
The page will redirect to the ASSETS section with the CREATE ASSET tab open.
Fill out the details of the asset in the Asset Editor:
Name of the asset
Serial number
Internal asset number
Label number
Description
Select a category (if applicable)
Tracking device information
Maintenance date (if applicable)
Notes
Purchase date
Effective lifetime
Warranty start and expiration dates
Warranty notification status (YES/NO)
Purchase value
Depreciation type
Replacement cost
Any additional required information
Active status (YES/NO)
Saving the Asset:
Click "Save" to save the asset details.
Review and Return:
Review the captured information and use the blue buttons for any additional actions related to the asset.
To return to the lead page, click "Go to Current Placement." This action opens the lead information page again.
Note: Ensure all information is accurately entered to effectively manage assets linked to your leads.