Getting Started General Settings The Ad Library The Line Items Page Uploading Proofs to an Ad Request The Dashboard Campaign Email Templates
Administrator MediaOS New Account Onboarding Creating and Editing Contract & Invoice Templates Support Accessing Your Personal Settings Adding New Products Product Health Check
Administrator Tear Sheets How to Change Your MediaOS Payment Method Managing Users in MediaOS User Role Reference Import Information into MediaOS Improve Email Deliverability
Sales Recommended Sales Automations in MediaOS Adding a New Account Filtering the Accounts Table Account Details Creating a Deal/Opportunity Creating and Sending a Proposal
Integrations Setting Up the Monday.com Integration Sending a Meeting Link in an Email Integrate QuickBooks Online with MediaOS Payment Processor: Integrating with Authorize.net or Stripe to mediaOS Connecting QuickBooks Online Utilizing MediaOS with QuickBooks Desktop
User Functions Accessing Your Personal Settings Functions of Left-Hand Menu Frequently Asked Questions Sharing Dashboards Dropdown Quick Adds Finding Notifications
Accounts / CRM Searching And Filtering Contacts Filtering the Accounts Table Account Details Sending a Meeting Link in an Email Building Lists (Segmenting Accounts and Contacts for Email Marketing, Meetings, etc.) Sending an Email Blast to a List
Sales Add Auto-Renewal Line Items to Your Contract or Proposal Discounts Require Approval Sales Lock Target Accounts Proposal Custom Line Item Descriptions Adding Agencies to Contracts
Sales Management Recommended Sales Automations in MediaOS Key Reports for Sales Management Creating Activity Goals Tracking Activity Sales Forecast Tool Discounts Require Approval
Dashboards The Dashboard Recommended Widgets for Sales Management Dashboard: Sharing Dashboards Add a Report to the Dashboard Favorite Reports Dashboard Widget
Accounting Changing the Recipient Email on Statements 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 Frequently Asked Flat Plan Questions Assigning Ads to Line Items The Line Items Page Delivery Automation Uploading Proofs to an Ad Request Call Tracking
Today Finding Notifications Connect Your Calendar to MediaOS Adding Multiple Accounting and Delivery Contacts to an Account
Automation Delivery Automation Automatic Artwork Collection How to Create a Workflow How To Create Past Due Reminders Auto-Invoicing Available Workflow Steps Reference
Reporting Product Sales Summary & Analysis Report The Dashboard Key Reports for Sales Management Scheduled Auto-Payments Report Spend Account Tool Common Accounting Reports
Marketing Sending an Email Blast to a List Clone an Email Campaign Preview a Campaign Creating an Email Campaign
Workflows An Introduction to Workflows How to Create a Workflow Available Workflow Steps Reference Editing Your Workflow Settings
Products Google Ad Manager Product Health Check Creating New Product Types Adding Issues Ad Units and Rates Adding Sections
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
Contracts Booking Delivery Products 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
Invoices Tear Sheets 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
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 Un-applied Payments
Commissions Setting up Commissions How to Pay Out Commissions How Accounting & Admins Users can Approve Sales Rep Bonuses Commission Bonuses
Accounting Creating and Emailing Invoices 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
Delivery Accessing Your Personal Settings Assigning Ads to Line Items Content Creating a Flat Plan Navigating the Flat Plan Placing Ads and Content Using the Flat Plan
