Administrator 101 How to Deactivate a User But Still Access Their Data for Reporting Creating and Editing Contract & Invoice Templates Support Accessing Your Personal Settings Adding New Products Product Health Check
Getting Started The Ad Library The Line Items Page Uploading Proofs to an Ad Request The Dashboard Campaign Email Templates Frequently Asked Questions
Administrator Adding a Number Prefix to External Invoice Numbers How to Change Your MediaOS Payment Method Managing Users in MediaOS User Role Reference Import Information into MediaOS Using Custom Fields
Sales 101 Creating and Sending a Proposal Customizing Package Information on Contracts Recommended Sales Automations in MediaOS Adding a New Account Filtering the Accounts Table Account Details
User Functions Functions of Left-Hand Menu Frequently Asked Questions Sharing Dashboards Dropdown Quick Adds Using Your Notifications Connecting Your Calendar to MediaOS
Integrations Integrate QuickBooks Online with MediaOS Payment Processor: Integrating with Authorize.net or Stripe to mediaOS Connecting QuickBooks Online Utilizing MediaOS with QuickBooks Desktop Troubleshooting Your Email Verifying a New Credit Card Via the Portal – Authorize.Net
Accounts / CRM Creating Franchise Accounts with Multiple Clients Underneath Tasks Filtering the Accounts Table Account Details Sending a Meeting Link in an Email Building Lists (Segmenting Accounts and Contacts for Email Marketing, Meetings, etc.)
Sales Discounts Require Approval Sales Lock Using Target Accounts Proposal Custom Line Item Descriptions Adding Agencies to Contracts Creating Auto Payments
Sales Management Key Reports for Sales Management Creating Activity Goals Tracking Activity Sales Forecast Tool Discounts Require Approval Using Target Accounts
Personal Settings Updating Your User Profile Viewing Emails in MediaOS How to Set Up Your Email Signature in MediaOS
Dashboards The Dashboard Recommended Widgets for Sales Management Dashboard: Sharing Dashboards Add a Report to the Dashboard Favorite Reports Dashboard Widget Dashboard Overview
Accounting Switching Quickbooks Accounts Scheduled Auto-Payments Report Commission Bonuses Utilizing MediaOS with QuickBooks Desktop Adding a Discount Line Item to an Invoice Applying Discounts to An Invoice
Delivery Assigning Ads to Line Items The Line Items Page Delivery Automation Uploading Proofs to an Ad Request Call Tracking Automatic Artwork Collection
Automation Automatic Artwork Collection How to Create a Workflow How To Create Past Due Reminders Setting Up Auto-Invoicing Available Workflow Steps Reference Guide Recommended Sales Automations in MediaOS
Reporting The Dashboard Key Reports for Sales Management Scheduled Auto-Payments Report Spend Account Tool MediaOS Reporting+ & Pivot Tables Common Accounting Reports
Marketing Clone an Email Campaign Preview an Email Campaign Creating an Email Campaign Creating Tracking Links, QR Codes, and Call Tracking for Ads in MediaOS Managing Your Email Campaigns in MediaOS Sending Newsletters to Contacts
Workflows How to Create a Workflow An Introduction to Workflows Available Workflow Steps Reference Guide Editing Your Workflow Settings
Products Adding Sections Understanding Product Types in MediaOS The Google Ad Manager Integration in MediaOS Product Health Check Creating New Product Types Adding Issues
Flat Plan Creating a Flat Plan Navigating the Flat Plan Placing Ads and Content Using the Flat Plan Frequently Asked Flat Plan Questions
Ad Requests Creating an Ad Request from a Contract Uploading Proofs to an Ad Request Creating A New Ad Request from a Line Item Managing Ad Requests and Proofs Making and Saving Comments on an Ad Proof
Ad Server Assigning Creative to the MediaOS Ad Server How to Configure Your Website for Ad Server Service Setting up the MediaOS Ad Server Ad Server Settings Selling Targeted Ads Assigning Ads
Contracts Applying Contract Line Items How a Sales Reps can Apply for Bonuses Creating an Ad Request from a Contract Removing a Line Item That Has Already Been Invoiced Creating Down Payments for a Payment Plan Attach a Media Kit to a Contract
Invoices How to Prepare an Invoice from the Billable Line Items Page Creating Email Campaigns to Send out Invoices Filtering on the Billable Line Items Page How to Edit an Unpaid Invoice How to Email an Invoice with a Payment Link How to Ensure Your Invoices Are Paid on Time
Payments How to Email an Invoice with a Payment Link How to Ensure Your Invoices Are Paid on Time Creating Auto Payments Alternative Payment Tracking How to Apply Un-Applied Payments
Payment Plans Creating Auto Payments Working with Payment Plan Invoices How to Add a Payment Plan to a Contract
Commissions Setting up Commissions How to Pay Out Commissions How Accounting & Admins Users can Approve Sales Rep Bonuses Commission Bonuses Sending Your Mailing List to Press
Accounting 101 How to Manage Invoicing Rules How to Prepare an Invoice from the Billable Line Items Page Creating Email Campaigns to Send out Invoices Filtering on the Billable Line Items Page Payment Processor: Integrating with Authorize.net or Stripe to mediaOS How to Email an Invoice with a Payment Link
Delivery 101 Assigning Ads to Line Items Content Creating a Flat Plan Navigating the Flat Plan Placing Ads and Content Using the Flat Plan Creating A New Ad Request from a Line Item
