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  3. How to add an asset – e.g vehicle

How to add an asset – e.g vehicle

In the main left hand menu of CRM click on Resources > Assets > Add new.

Click on default, choose the correct category in the drop-down and then add the details in.

Name – for vehicles we suggest the number plate as this is always an accurate description.

Once the asset is created you can add the tag ie Hearse or Mourning Car.

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