Ad Sales Genius Knowledge Base
Return to adsalesgenius.com
Sign in
Getting Started
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
Back to home
Ad Sales Genius Knowledge Base
Getting Started
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
Getting Started
This section will help you in your onboarding process. You will find articles that will closely match your onboarding training.
All Users
Viewing Email Inbox in Ad Sales Genius
Onboarding - Accounts
Ad Sales Genius Support Center
Search Bar
Administration
Security Settings Overview
Create and Edit Contract Templates
Creating a New Product Type
Product Setup
Adding and Managing a User
Getting Started Integrations
Account Settings Overview
Ad Sales Genius Live Chat
See more
Sales
Onboarding - Sales
Sales Kick-Off (1/24)
Creating an Email Campaign
Connect Your Email Account to Ad Sales Genius
Connect Your Calendar to Ad Sales Genius
Accounts Overview
Account Page Overview
Creating a Proposal / Contract
Creating a Proposal Package
Creating Contract Terms
See more
Delivery
Onboarding - Delivery
Line Items Page Overview
Viewing Line Item Orders
Creating an Ad Request
Using The Ad Library
Uploading a Proof to an Ad Request
Creating Content
See more
Accounting
Creating and Emailing Invoices
Logging Payments
Accounting Kick-Off (1/25)
Invoice Overview
Invoicing Automation and Rules
Common Accounting Reports
General Accounting Settings
Sending Statements
Setting Up a Payment Plan
See more
Training
Dashboard Overview
Billing
How do I add a Payment Method for our Ad Sales Genius Account?
invoices
How do I find my Ad Sales Genius Invoice?