FAQs in this section
How do I create an asset?
How do I share an asset?
How do I add a document from an asset record?
How do I add a case from an asset record?
How do I export an asset record?
How do I print an asset record?
How do I change the template of an asset?
Is the Assets module available for the Sales Starter edition?
What are Assets?
What are the benefits of assets?
How do I create an Asset from Quick Create?

How do I add a Work Order from an Asset record?


Follow these steps to add a Work Order from an Asset record:
  1. Log into your CRM account.
  2. Click the Main Menu.
  3. Go to the Inventory tab.
  4. Select the Assets module.
  5. Open any Asset record.
  6. Click the More button in the Summary View.
  7. Click Add or Create button.
  8. Select Work Orders.
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