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Account & Contact Management
Updates
2022
2021
2020
2023
Getting Started
All Users
Administration
Sales
Delivery
Accounting
Training
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invoices
Core Features
Tables
Navigation
Dashboard
Share
Today
Today
Email
Tasks
Account & Contact Management
Accounts
Searching and Management
Agencies
Contacts
Lists
Portal
FAQ
Sales
Deals
Contracts
Creating a Proposal
Editing Contracts
Line Items
Contract Billing
Managing Contracts
Goals
Target Accounts
Forecasting
FAQ
Sales Management
Account
Sales Management
Activity feed
Core Functions
Accounting
Individual Invoices
Invoices Management
Billing and New Invoices
Payment Plans
Payments
Commission
FAQ
Delivery & Production
Line Items
Requests
Content
Freelancers
Ad Server & Ad Metrics Tracking
Flat Plan
Studio
Distribution
FAQ
Automation
Workflows
Workflow Examples
Pipelines
Accounting
Delivery
Reports
Sales
Sales Management
Accounting
Marketing
Email Campaigns
Email Deliverability
Email Templates
SMS
Landing Pages
Products
General
Ad Units and Rates
Product Types
Print Products
Event Products
Time Products
FAQ
map product
System Settings
General Settings
Accounting
Users
Import
Export
Templates
Sales
Custom Fields
Integrations
Authorize.net
Broadstreet Ads
Calendar Syncing
Docusign
Email
Google Ad Manager
Hubspot
InDesign
RingCentral
QuickBooks
Frequently Asked Questions
General
Email
User Settings
Personal Settings
Your Account
Subscription Genius
General Questions
Audit Codes
Tools Guide
E-Commerce Guide
General Guides
Integration Guides
Paywall Guides
Legacy Articles
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Ad Sales Genius Knowledge Base
Account & Contact Management
Updates
2022
2021
2020
2023
Getting Started
All Users
Administration
Sales
Delivery
Accounting
Training
Billing
invoices
Core Features
Tables
Navigation
Dashboard
Share
Today
Today
Email
Tasks
Account & Contact Management
Accounts
Searching and Management
Agencies
Contacts
Lists
Portal
FAQ
Sales
Deals
Contracts
Creating a Proposal
Editing Contracts
Line Items
Contract Billing
Managing Contracts
Goals
Target Accounts
Forecasting
FAQ
Sales Management
Account
Sales Management
Activity feed
Core Functions
Accounting
Individual Invoices
Invoices Management
Billing and New Invoices
Payment Plans
Payments
Commission
FAQ
Delivery & Production
Line Items
Requests
Content
Freelancers
Ad Server & Ad Metrics Tracking
Flat Plan
Studio
Distribution
FAQ
Automation
Workflows
Workflow Examples
Pipelines
Accounting
Delivery
Reports
Sales
Sales Management
Accounting
Marketing
Email Campaigns
Email Deliverability
Email Templates
SMS
Landing Pages
Products
General
Ad Units and Rates
Product Types
Print Products
Event Products
Time Products
FAQ
map product
System Settings
General Settings
Accounting
Users
Import
Export
Templates
Sales
Custom Fields
Integrations
Authorize.net
Broadstreet Ads
Calendar Syncing
Docusign
Email
Google Ad Manager
Hubspot
InDesign
RingCentral
QuickBooks
Frequently Asked Questions
General
Email
User Settings
Personal Settings
Your Account
Subscription Genius
General Questions
Audit Codes
Tools Guide
E-Commerce Guide
General Guides
Integration Guides
Paywall Guides
Legacy Articles
Account & Contact Management
Accounts, Agencies, Contacts, and Lists are all found in this category.
How to See Activity Past One Year
Activity Feed
Accounts
Filtering the Accounts Table
Can I DELETE a tag?
Inactive Accounts
Exclude Domains and/or an Individual Email Address
Floating Follow-up Window
Creating Accounts
Managing Contacts
Account Details Quick View
Accounts Window
Account Edit Window
Account Details Page Overview
Spend Account Tool
Designating and Changing Primary Contact Information
Editing Account Details
Accessing the Account Details Page
Account Credit Limits
Last Activity
Merging Accounts
Multiple Production and Accounting Contacts
Parent & Sub Accounts
Transferring Account Ownership
See more
Searching and Management
Filter for Deactivated Accounts
Searching And Filtering Contacts
Searching and Filtering Accounts
Exporting Account Information
Accounts > Batch Action
How To Deactivate Accounts
Exporting Account Contact Information
Using Views
See more
Agencies
Using the Agency Details Window
Finding Agency Details
Contacts
Contacts Details Panel
Archiving a Contact
Adding an Account or Agency Contact
Managing Contacts
Delete a Contact
See more
Lists
List Management
Portal
Linking to the Advertiser Portal
FAQ
How to Change a Lead to an Account
Changing an Account to a Lead
Can I Convert an Account into an Agency?
Can I Convert a Lead to an Agency?
Can I Edit Notes?
See more
