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  2. What Are Assets?

What Are Assets?

Assets are products that have been sold to the customers. They are the physical products the customer owns which may or may not be serialized.

When an Opportunity Status is set to Closed/Won or a Sales Order is closed, the products become assets to the account.

Assets can also be added manually by inserting them on the Assets tab of the Account Detail view.

Related topics
  • Adding an Account Asset
  • Using the Account Assets Tab
  • Closing an Opportunity
  • Customer Service Overview
    • What are Tickets?
    • What are Contracts?
    • What are Defects?
    • Working with Returns
    • What Are Assets?
      • Adding an Account Asset
    • Configuration