Equipment records in Prospect CRM allow you to log the details of Products that your customers have, either under a service Contract with you or on Lease.
Equipment Types are used to categorise your equipment based on your own requirements.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Equipment Types, click on the cog icon in the bottom left-hand corner to access the Settings Centre.
Step 2: Navigate to Equipment & Contracts in Settings
Once within the Settings Centre, navigate to the Equipment & Contracts page and scroll down until you reach the Equipment Types configure option.
Step 3: Add New Equipment Type
By selecting the 'Click to Configure' link, the Configure Equipment Types window will open. Here, any pre-existing Equipment Types will be listed. To add a new one, simply click on the plus icon in the top right-hand corner.
Step 4: Add Equipment Type Details
Simply give the new Equipment Type a relevant description and click 'Create'.
In this example, we can see the location of the Equipment Type drop-down when a user creates a new Equipment record.