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Answers & Best Practices

Adding a New Account

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.

  1. From the quick access + option on the left-hand menu, click Account.
  2. Click Lead & Account.
  3. Fill in account information.
  4. Click Create.

or

  1. Select Accounts from the navigation panel.
  2. Select +New in the top-right corner of the screen.
  3. Select Lead & Account
  4. Fill in account information
  5. Click Create.
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