Before sending your first proposal or contract in MediaOS, it’s essential to lay the groundwork by setting up your account and identifying sales opportunities. This article outlines how to enter accounts, manage your dashboard, and begin prospect outreach using campaigns and reports.
Setting Up Your Dashboard #
When you first log into MediaOS, the Dashboard is the first screen you’ll see. Your dashboard should be customized to highlight the information you need to view every day—such as recent Contracts, Sales Goals, or Account Activity. This helps you stay focused and prioritize tasks that move prospects toward proposals and deals.
Note: To learn more about dashboards and how to customize them, read the Dashboards Overview.
Entering an Account #
Before you send your first proposal, make sure all your Accounts and Prospects are loaded into MediaOS. You can import them in bulk or add them manually using the + New button in the navigation panel.
When adding an account manually, enter key information like the Account Name, Pipeline Status, Phone, Email, and any relevant Contact Details. If the account belongs to a specific industry or target audience, assign it to a List to improve segmentation.
Tip: Use Lists to group prospects by industry, location, or strategic relevance. This improves your ability to target campaigns and measure outcomes.
For guidance on importing data, visit the CSV Import Guide.
To learn how to navigate and add new records, check the Accounts Table Overview.
Where to Find Prospect Information #
Before entering a prospect into MediaOS, it's important to gather as much relevant information as possible to ensure accurate segmentation and outreach. Start with details exchanged during your initial meetings, such as those found on a business card or in early conversations. You can also leverage LinkedIn connections or mutual contacts to verify job roles and organizational structure. Public city and civic records are another valuable resource, including new business registrations for sales or property tax, which often signal expansion or startup activity. Check with your local Chamber of Commerce to identify new or active members, and look for prospects who may be receiving economic development incentives in your region. Sponsors of community events or athletic teams can also indicate businesses interested in visibility and local engagement. Finally, stay alert to new vendors or businesses that are emerging within your specific industry niche, as they often represent timely and relevant sales opportunities.
Each of these sources helps you complete key account fields and accurately assign the right pipeline stage or prospect list, making your outreach more targeted and effective.
Engaging with Prospects #
Once a prospect account is created, start building engagement by logging activities and sending emails directly from the account record. Your company email should already be integrated with MediaOS, allowing you to use the Activity Buttons to send messages and track responses.
Tip: Use Personal Email Templates to speed up communication while maintaining consistent messaging.
Learn more in the Account Details Guide.
Filtering and Targeting Accounts #
Use MediaOS’s powerful filtering tools to identify prospects for bulk email outreach and strategic follow-up. You can build filtered views based on account lists, tags, or custom fields, and save them as tabs for quick access.
Tip: Save filtered views as custom Tabs, name them (e.g., "Dining Prospects"), and pin them to your Dashboard for quick reference.
To get started:
- Learn about Filtering and Searching Contacts
- Read How to Create an Email Campaign
- Review how to Send Email Blasts to lists
Using Campaign Data for Follow-Up #
After launching a campaign, check who opened your email or clicked a link. These signals are strong indicators of interest and should guide your follow-up strategy.
Reach out by phone, email, or online meeting platforms to convert engagement into conversation. Use the campaign data to prioritize contacts who show intent.
Tip: If a contact clicks a link or views key content, follow up within 24–48 hours while interest is high.
Monitoring Account Activity #
Each account in MediaOS includes visual indicators to help you quickly assess engagement:
- A Green Icon shows frequent activity
- A Red/Yellow Icon means little to no activity
- No icon signals inactivity and the need for outreach
You can also review Reports to get a high-level view of all account activity across your sales pipeline. But these icon indicators offer a fast, at-a-glance status check.Note: Consider following up with inactive accounts to keep them moving through your pipeline.
