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map product
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Broadstreet Ads
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Ad Sales Genius Knowledge Base
System Settings
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
System Settings
Click here to find out how you can leverage the settings inside Ad Sales Genius to customize your experience!
Allow Sales Reps to Invoice
General Settings
Setting Your Currency
Automatically Add New Contacts from Sent Emails
How to Customize your System Templates
Disable The Year from Appearing on Issue Names
Allow Full Transparency Between Your Sales Team
Security: Advertiser Edit Unlock
Verifying a New Credit Card Via the Portal - Authorize.Net
Enabling Checkout
Adding and Editing Custom Line Item Types
See more
Accounting
Adding Comments to Invoices
General Settings for Quickbooks
Set Up Invoices for Online Pay
Archiving Invoice Line Item Types
Tax Rates
ACH Incentives
Multi-Currency
See more
Users
Adding a User
Update your Avatar
How to Edit a User
How an Admin can Change a User's Password
Changing the Designated Support Contact
Creating User Groups
Deleting/Archiving a User
User Roles
User Roles Reference
See more
Import
Importing Into Ad Sales Genius
How to Bulk Add Tags
Export
Using the Export Viewer
Exporting Custom Fields
My export isn't exporting what's expected
Templates
Uploading a Template Logo
Creating and Editing Statement Templates
Change the Default Template
Add a PO Field to Your Contract and Invoice Templates
Adding Custom Fields to Templates
See more
Sales
Require Payment on File Setting
Editing Contract Discount Notifications
Lead Scoring
Sales Lock
Configure your Lead Time for Auto-Renewal
Default Contract Terms
Edit Contract Terms
Archiving Contract Terms
Hide Subtotals on Contract Line Items
Hide the Product Type on your Contract
See more
Custom Fields
Creating Custom Fields
Editing Custom Fields
Deleting Custom Fields
