The Accounts page is your central hub for managing leads, accounts, agencies, contacts, lists, and campaigns. It gives you a clear view of all your business relationships—whether you're qualifying new leads or supporting active clients—and helps you stay organized, take action quickly, and track progress in one place.
From the Accounts Page you can: #
From the Accounts page, you can create both Leads and Accounts, making it easy to manage your pipeline from one place. Use the robust search and filtering tools to narrow down results using dozens of criteria. You can also create and save custom tab views for personalized filtering, and adjust your column layout to focus on the data that matters most to you. The Batch Actions menu allows you to take quick actions in bulk, streamlining your workflow. Additionally, you can switch between views like Lists, Contacts, and Campaigns for deeper account-level insights
How to Create a Lead or Account #
There are a few easy options to add a new lead or account in MediaOS—whether you prefer clicking through or using a keyboard shortcut.
Option 1: Use the + New Button from the Navigation Panel #
To create a new account using the first method, click the + New button from the left-hand navigation panel. Under the General section, select Account. This will open the New Account window, where you can begin entering your account details.
Option 2: Use Keyboard Shortcut #
Press Option + A (Mac) or Alt + A (Windows) to jump directly to the New Account screen.
Tip: Shortcuts are a great way to speed up daily tasks—especially if you’re creating multiple records in a row!
Option 3: +New From the Accounts Page #
To create a new account using this method, navigate to the Accounts tab in the left-hand navigation panel. Then, click the + New button located in the top-right corner of the page to open the account creation window.
Once you're in the New Account window: #
Enter the company’s name along with any other relevant details. To add optional contact information, click Add Contact and enter the First and Last Name, Email Address, Title, and Phone Number, then select Save. If you'd like to include an address, click Add Address and type in the full address details, then click Save. Once all the necessary information is complete, scroll to the bottom and click Create to save your new lead or account.
Tip: You can always return and update the account details later.
Converting a Lead to an Account #
To convert a lead into a full Account, you must have a signed contract on file. This occurs when a contract is "set to won" manually or by an electronic signature.
Note: There's no way to convert an account back into a lead. Once an advertiser has a signed contract and business activity begins, they remain an account in the system permanently.
Leads vs. Accounts: What's the Difference? #
Before diving into the tools and features, it’s important to understand the difference between Leads and Accounts. Leads are potential clients or businesses you're in the process of qualifying. They may not be ready to commit, but you still want to track your interactions and nurture the relationship. Accounts, on the other hand, are qualified businesses—active clients, partners, or agencies—that are directly involved in revenue-generating work.
Note: Leads and accounts exist within the same table in MediaOS. Their statuses are what differentiate them, helping you segment your outreach and prioritize client service.
Batch Actions #
From the Accounts page, you can use batch actions to streamline your workflow and manage multiple records at once. This includes sending Email Campaigns to selected accounts or contacts, managing lists by adding or removing records in bulk, and updating Ownership by assigning or un-assigning users from accounts, contacts, or agencies. You can also update Account Status by activating, deactivating, or exporting selected data.
If you're an admin, you’ll have access to advanced batch tools like executing Workflow Triggers. To perform any batch action, use the checkboxes to select multiple accounts, agencies, or contacts. Then click the Batch Actions dropdown and choose your desired action from the menu.
Note: Only admin users have access to options like running workflows or exporting full datasets.
Filtering Options #
The filtering system on the Accounts page is powerful and flexible, allowing you to drill down into exactly what you need. You can filter by a wide range of criteria, including basic fields like Name, Account Type, Status, Assigned User, Target Account, and Tags. Financial filters let you identify records based on Has Credit Card, Sales Activity, or Past Due Invoices. You can also filter by engagement metrics such as Last Contract Signed, Last Insertion, or Recent Activity. For location-based filtering, options include City, State, ZIP Code, and Country. Additionally, contact-related filters cover fields like First/Last Name, Title, Pipeline Status, and Membership Info, among others.
Note: While accounts and contacts offer extensive filtering options, agency-level filtering is more limited.
To filter on the Accounts or Contacts page, click the Filter (magnifying glass) icon in any of the table headers. From there, choose your preferred criteria and then select the Filter button to generate your results.
Save as a Tab: #
To save a filtered view as a tab, start by applying your desired filters. Then, click Save as New Tab at the bottom of the filter panel. Enter a name for your tab and click Save. Your newly saved tab will appear at the top of the Accounts page, giving you quick access to that filtered view anytime.
Add Saved Tabs to Your Dashboard #
If you want instant access to your filtered list directly from your dashboard, you can add saved tabs for quick navigation. Start by selecting Add to Dashboard, then hover over your saved tab. Click the down arrow icon to complete the process and pin it to your dashboard for easy access.
