Search our Knowledge Base

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Updates

Find out what is new with Ad Sales Genius

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Getting Started

This section will help you in your onboarding process. You will find articles that will closely match your onboarding training.

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Dashboard

From Widgets to Email Signatures, find out more about the Dashboard here!

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Today

Articles relating to Community, Tasks, Email, and Calendar can all be found here

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Account & Contact Management

Accounts, Agencies, Contacts, and Lists are all found in this category.

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Sales

Give your sales reps the tools to be successful in Ad Sales Genius. Deals, Contracts, Proposals, and more!

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Accounting

Payments, Invoices, Commissions, and more! Find helpful articles to assist you in tracking your money.

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Delivery & Production

We offer powerful production tools to help you produce the best quality ads. Ad Requests, Flat Plans, Insertions, and more can be found here.

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Automation

Pipelines, Workflows, and Automation Rules can all be found inside the Automation module!

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Reports

All Articles pertaining to the Reports module can be found here!

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Marketing

From Campaigns to Landing Pages, this is where to go to discover the marketing capabilities of Ad Sales Genius

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Products

Configuring and managing Products can present some challenges. Find articles relating to Products here!

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System Settings

Click here to find out how you can leverage the settings inside Ad Sales Genius to customize your experience!

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Integrations

From QuickBooks to Payment Integrations, you can find out more about your integration questions here!

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Subscription Genius

Here you will find articles pertaining to Subscription Genius