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Configuring your Equipment Types
Configuring your Equipment Types

Log details of products that your customers have on lease or under a service contract following these steps.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Equipment records in the CRM allow you to log the details of Products that your customers have, either under a service contract 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

  • You will need 'Equipment' enabled in the Settings Centre. You can learn how to do this here.

Step 1: Go to Settings Centre

To edit your Equipment Types, click on the settings drop down, then select System Settings.

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.

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