Custom logoCustom icon
Templates

ADvendio Ad Management

Overview
Pages
1 Introduction
2 Account & Contact Management
2.1 Accounts
2.2 Contacts
2.3 Visit Reports
•
2.4 Legal Entities
3 Inventory Management
4 Sales & Order Management
5 Reporting
6 Billing & Accounting
7 Admin Basics
8 Admin Advanced
9. ADvendio Self Service Portal
Release Notes
Support & Miscellaneous
  1. ADvendio Ad Management
restrictions.empty

2 Account & Contact Management

Created by Former user (Deleted)
Last updated: 2016-04-21 by Former user (Deleted)

Content


  • 2.1 Accounts
    • 2.1.1 What are Accounts?
    • 2.1.2 Create an Account with Contacts
    • 2.1.3 Edit Accounts
    • 2.1.4 Related Lists of the Account
      • 2.1.4.1 Advertised Brands / Products
      • 2.1.4.2 AdServer Advertiser ID
        • 2.1.4.2.1 Adserver Advertiser ID Converter
      • 2.1.4.3 Programmatic Accounts
      • 2.1.4.4 Third Party Commission Accounting Rules
      • 2.1.4.5 How ADvendio matches your Salesforce Accounts with Advertisers, Agencies or Buyers in an external System?
      • 2.1.4.6 How to manually map your Salesforce Accounts to Advertisers / Agencies in external systems?
    • 2.1.5 Create Views
    • 2.1.6 Advertiser-Agency Relation
    • 2.1.7 Account Revenues/Turnover
    • 2.1.8 Blacklists
    • 2.1.9 Competitive Advertiser Exclusions and Labels
    • 2.1.10 European VAT Id Check
    • 2.1.11 Account AdPrice Assignment (Whitelist)
    • 2.1.12 Area Classification
    • 2.1.13 Account Billing Information
  • 2.2 Contacts
    • 2.2.1 What are Contacts?
    • 2.2.2 Create a Contact
    • 2.2.3 Edit Contact
    • 2.2.4 Contact's Related Lists
    • 2.2.5 Contact's Buttons
    • 2.2.6 Create Contact Views
  • 2.3 Visit Reports
    • 2.3.1 What are Visit Reports?
    • 2.3.2 Use Visit Report
    • 2.3.3 Create Mailing List
    • 2.3.4 Create VisitReportTemplates
  • 2.4 Legal Entities

{"serverDuration": 22, "requestCorrelationId": "5262e76c096b4aa0"}