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map product
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Ad Sales Genius Knowledge Base
Sales
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
Sales
Give your sales reps the tools to be successful in Ad Sales Genius. Deals, Contracts, Proposals, and more!
Contract Templates Not Showing Up
Booking Location-Based Products
Hard Costs
Deals
Deals
Contracts
DocuSign Integration
How to Enter a Lead
Emailing, Signing, and Winning Contracts
Access the Contract Edit Window
Contract Detail Panel
Setting Up Email Signature and Proposal Information
Signing Contracts with DocuSign Integration
Navigate the Contract Edit Window
See more
Creating a Proposal
Copy Previous Contract Details
Attach a Media Kit to a Contract
Contract Analyze Tool
Media Kits
Previewing Your Contract
Proposal Custom Line Item Descriptions
Contract Last Line Item Date & Expiration
Contract Line Items
What Are the Different Kinds of Discounts on Contracts?
Attaching Your Media Kit to Contracts
See more
Editing Contracts
Change the Name on a Contract
Contract Edit Window
Edit Contract Invoicing Details
Selling Exhibit Spaces
Booking Delivery Products
Edit Run Date on a Contract
Adding Line Items and Packages To Your Contracts
Create a Package on a Contract
See more
Line Items
Time Based Inventory
Canceling Line Items
Add Auto-Renewal Line Items to Your Contract or Proposal
Deleting a Line Item
Last Line Item and Contract Dates
See more
Contract Billing
Adding Agencies to Contracts
Add a Commission Bonus to a Contract
Auto-Renewing Line Items
Adding a Commission Split to a Contract
Configure Your Contract for Payment Plans
Configure Your Contract for Auto-Billing
Where Do I Enter a PO Number?
See more
Managing Contracts
Contract Batch Action Options
Edit a Contract That Has Been Invoiced
Finding Proposals
Can I Delete a Contract?
Goals
Creating Sales Goals
Ad Sales Genius Deep Dive - Goals Webinar
Setting Private Goals
Setting Individual Goals
Repeating Goals
Setting Goals
Using the Goals Window
Accessing Goals
Goals
See more
Target Accounts
How to Mark an Account as a Target Account
Target Accounts
Forecasting
The Forecasting Report
FAQ
Updating a Line Item That Has Already Been Invoiced
Can I Copy a Proposal?
Un-winning a Contract
What Is an Interactive Proposal?
Why Can't I See All My Products On a Contract?
Why is My Contact Info Not Appearing On My Contract Template?
Where are my Past Issues?
See more
Sales Management
Tracking Activity
Account
What is the difference between a Lead and an Account?
