Creating an accurate list of assets for an account is important to better serve customers. This highly popular Cloud App lets users select and copy some or all the product line items from an opportunity and lists them as new assets at the account. Users can also fill in any additional required information before converting them into assets linked to the account.
- Quickly convert Opportunity Product line items into Assets
- Link Assets to originating Opportunity
- Quickly view “already converted” Assets to avoid duplication
- Easy-to-use: loved by Salesforce Admins!