The Account Profile Page gives you a centralized view of everything related to a specific advertiser. From contact details to account activity, this is your hub for understanding and managing each account with confidence. Whether you're checking in on communication history, reviewing key documents, or updating account details, the profile page makes it easy to stay organized and proactive.
Accessing the Account Profile Page #
You can easily access a specific account in two ways. From the left-hand navigation, select Accounts and choose your desired account from the list. Alternatively, you can use the Search Bar located at the top of the page by typing in the account name and selecting it from the search results.
Overview of the Account Profile Page #
At the top of the Account Profile Page, you will find essential identifiers for the account. The Company Name is displayed prominently in the upper-left corner, with the Account Owner listed directly beneath it. The Account Type will indicate whether the record is classified as a Lead or an Account. Additional details such as the account's Address, Phone Numbers, Email Addresses, and any Tags associated with the account are also displayed at the top.
To manage account records efficiently, you will find a +Options button that allows you to merge, transfer, or create new Deals or Opportunities, as well as an Edit button that lets you update account details as needed.
Activity Feed #
The Activity Feed helps you stay on top of all account interactions—making it easy to review communications, plan follow-ups, and keep your entire team aligned. Each tab within the Activity Feed captures a specific type of engagement. Here’s what each one does.
Emails #
The Emails section allows you to view a complete log of all email communications sent to or received from contacts associated with the account. Each entry displays detailed information, including timestamps, subject lines, and sender and recipient details. Emails that are synced through email integration are automatically logged, making it easy to maintain an accurate history without manual input. This feature is particularly useful for tracking client conversations, verifying past communications, and ensuring that all team members have visibility into ongoing discussions.
Calls #
The Calls section allows you to keep a detailed record of all phone interactions related to the account. Users can manually log both inbound and outbound calls, ensuring that every conversation is documented. Each call entry can include important details such as notes, outcomes, and the time and date of the call. This tracking system is especially useful for sales representatives, account managers, and support teams who need quick and reliable reference points for past conversations with clients.
Meetings #
The Meetings section helps you track any scheduled or completed meetings with contacts linked to the account. Meetings created through the calendar tool are automatically logged, saving time and ensuring accuracy. Each meeting entry shows important details, including who attended, when the meeting occurred, and what topics were discussed. This centralized record makes it easier to plan effective follow-ups and provides shared visibility across teams, keeping everyone aligned on client interactions.
Tasks #
The Tasks section provides a clear view of all tasks created for the account, helping your team stay organized and proactive. Tasks can either stand alone or be tied to workflows, depending on your process needs. Each task entry includes critical information such as due dates, statuses, and assigned team members, making it easy to manage responsibilities and track progress. By keeping all account-related tasks centralized, this section ensures that important to-dos are completed on time and that nothing slips through the cracks.
Use Case: Assign tasks to colleagues directly from the account page to keep project momentum going.
Notes #
The Notes section allows you to capture important internal insights, updates, and observations related to the account. Users can create notes to summarize meetings, document client preferences, or log significant interactions that need to be shared internally. These notes are visible only to MediaOS users and are never exposed to clients, providing a safe space for candid and strategic information. Notes from the past year automatically appear in the feed, while older notes are archived, but you can easily retrieve them by using the search bar and date filters within the Activity tab.
Pro Tip: Notes from the past year appear in the feed; older ones are archived. Use the search bar and date filter in the Activity tab to retrieve archived notes.
Discussions #
The Discussions section is designed to document internal communications and collaboration related to the account. It provides a space for team members to have ongoing conversations, tag colleagues, and record decision-making threads directly within the account profile. Discussions help keep all communication centralized and context-specific, making it easier for teams to stay aligned and reference past conversations when needed. This section is especially valuable for improving internal transparency and speeding up collaborative workflows.
Files #
The Files section gives you quick access to all documents uploaded or shared in connection with the account. Users can easily upload creative assets, screenshots, contracts, and other important files to keep everything organized in one place. Each file can be viewed or downloaded at any time, making it simple for teams to retrieve the materials they need without digging through emails or external storage. Having a centralized repository ensures that important documents are always accessible and tied directly to the relevant account.
Right-Hand Panel: #
The right-hand panel gives you quick access to key details and tools related to the account:
- Deals: Displays all open, won, or lost deals tied to the account, with details like deal stage, owner, and value.
- Associated Contacts: View all individuals linked to the account, including their names, roles, and contact information.
- Agencies Linked to the Advertiser: See any external agencies involved with the advertiser, along with contact details and relationship info.
- Business Profiles: Includes brand details like industry, social links, or creative guidelines to support content and campaign planning.
- Contest Awards: Shows any awards the advertiser has received
- List Segments: Lets you quickly assign the account to new lists.
- Custom Fields: Displays any additional fields your team has configured—like advertiser type, renewal dates, or account tier.
View Key Modules from the Profile #
From the Account Profile Page, you can easily access several key modules that help you manage the account more efficiently. These modules include Contracts and Line Items, where you can review agreement details; Accounting information, such as Payments and Invoices; and Files and Ads tied to the account. You can also explore Content & Branding resources to support creative campaigns, as well as view Memberships, Stats, and Spending Trends to monitor performance over time. Everything you need to understand and manage the account is just a few clicks away, keeping your workflow seamless and organized.
Quick Actions You Can Take #
Right from the Account Profile Page, you can quickly take important actions to keep your records up to date and your team aligned. You can log a call, send an email, schedule a meeting using the calendar button, create a follow-up reminder, log an internal note, or create a new task. These actions make it easy to document every account touchpoint, ensure smooth collaboration across teams, and maintain complete visibility into all client interactions.
