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2 Account & Contact Management
2 Account & Contact Management
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
- 2.1.4.3 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?
- 2.1.4.2 External Account IDs
- 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
- 2.1.10 European VAT Id Check
- 2.1.11 Account AdPrice Assignment (Whitelist)
- 2.1.12 Area Classification
- 2.1.13 Account Billing Information
- 2.1.9 Competitive Advertiser Exclusions and Labels
- 2.2 Contacts
- 2.3 Visit Reports
- 2.4 Legal Entities
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1 Introduction
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