Asset Warranties: Difference between revisions
(Created page with 'You can use Assets to track equipment '''warranty and license expiration dates'''. This can help you increase revenues and provide added value to your clients by automatically re…') |
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== Tracking Expiration Dates == | == Tracking Expiration Dates == | ||
When an [[Asset Management|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window. | When an [[Asset Management|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window. | ||
When a sales opportunity is won, and you want to translate it to the actual job, you can easily convert it into a Ticket or a Contract or Asset from the | When a [[sales opportunity]] is won, and you want to translate it to the actual job, you can easily convert it into a Ticket or a Contract or Asset from the Sales Opportunity window > More Actions menu. | ||
Once the lead becomes a real customer, you just need to change its type into "Customer", thus keeping all the linked information with the Account. which displays the Asset. It also warns you that the warranty has expired when you try to select this Asset for a new service Ticket. | Once the lead becomes a real customer, you just need to change its type into "Customer", thus keeping all the linked information with the Account. which displays the Asset. It also warns you that the warranty has expired when you try to select this Asset for a new service Ticket. | ||
Revision as of 08:00, 23 July 2009
You can use Assets to track equipment warranty and license expiration dates. This can help you increase revenues and provide added value to your clients by automatically reminding them when hardware warranties will expire, when software update subscription licenses will end, etc
You can track expiration dates and set reminders to remind customers on time.
Tracking Expiration Dates
When an Asset has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window. When a sales opportunity is won, and you want to translate it to the actual job, you can easily convert it into a Ticket or a Contract or Asset from the Sales Opportunity window > More Actions menu.
Once the lead becomes a real customer, you just need to change its type into "Customer", thus keeping all the linked information with the Account. which displays the Asset. It also warns you that the warranty has expired when you try to select this Asset for a new service Ticket.