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How to add asset managers to an asset

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over 10 months ago

How to Add Asset Managers to an Asset

  1. Access Asset Management: Navigate to your lead and scroll down to the "Asset Manager" block.

  2. Add Asset Manager: Click on the "Add Asset Manager" button.

  3. Enter Details: Enter the details of the desired asset manager in the provided fields.

  4. Save Changes: After entering the details, click "Save".

  5. Confirmation: You can now go back to manage the asset manager details and assignments as needed.

By following these steps, you can effectively assign asset managers to assets associated with your lead, ensuring proper oversight and management.

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