Throw away your rolodex and notepad. MediaOS makes it easy to keep your list of accounts up-to-date. Our CRM allows you to quickly create and contact your newest clients and prospects.
- From the quick access + option on the left-hand menu, click Account.
- Click Lead & Account.
- Fill in account information.
- Click Create.
or
- Select Accounts from the navigation panel.
- Select +New in the top-right corner of the screen.
- Select Lead & Account
- Fill in account information
- Click Create.