Customer Support

*Station Group Administrator 1

• Station Group Administrator

*Company Info 5

• Editing Company Information
• Billing Contact
• Language Preferences (Production Orders / User)
• File Categories - used to identify those files stored within the CRM
• Drop-down Lists

*Stations/Markets 3

• Managing your Stations
• Adding/Editing Stations
• Managing Markets

*Managing Users 5

• Adding/Editing Users
• User Role Permissions
• Default Spot Users (Production Orders)
• User Profiles
• How to reset a user password

*Reassign Users 1

• Reassign Users - Advertiser, Contracts, Production, Activities

*Exports 1

• Export privilege's for a user

*Advertiser Management 4

• Advertiser (Client) Types
• Advertiser (Client) Products
• Activity Types
• Activity Dispositions

*Advertiser/Agency Configuration 1

• Advertiser Configuration

*Contract Management 8

• Approvals - Contract (Quote and Order) approval set up
• Company Contract Terms & Conditions
• Default Contract Parameters
• Contract Approvals - how it works
• Default Dayparts for Contracts

View all 8

Revenue 1

• Revenue - Types & Targets

*Production Order Management 3

• Ad-Types (Production)
• Reassign Production Orders
• Production Order default task template

*Traffic System Management 1

• Select external Traffic System

*Sales Management 3

• Discount Authority
• Team Structure
• Daypart price override

*Time Zone 1

• Time Zone Support

Contract Details 21

• Contract Special Terms & Conditions
• Creating a Contract for an Advertiser who uses an Agency
• Contract Print - Send to Advertiser and/or Agency
• Copying a Broadcast and NTR Schedule
• Creating a Quote/Contract

View all 21

Contract Package Options 5

• Contract Package Option: "Fixed"
• Contract Package Option: "No Package"
• Contract Package Option: "Monthly"
• Contract Package Option: "Weekly"
• Contract Package Option: Variable Package

Using Activities 3

• Activities: recording meeting, calls, notes, tasks and more
• Viewing Activities
• Activities - Attaching Files and Links

Production Order Management 25

• Applying Filters: Multiple views of Production Orders using Filters
• Adding additional spots to an existing Production Order
• Extend Spot: Push out end date using extend spot tab
• Production - Client Spot Review
• Archiving a Production Order

View all 25

Traffic Manager Info. 4

• Scheduling Sold Contracts
• Traffic - filtered views
• Traffic views from sidebar
• Viewing Sold Contracts

Dashboard 6

• Dashboards and Sidebar Views
• Main Dashboard View
• Secondary - Account Executive Dashboard
• Account Executive Projections (Dashboard)
• Sales Manager - Projections (Dashboard)

View all 6

Filters & File Storage 3

• Using "Filter By"
• Search Table
• File Storage and Management

General Questions 5

• Why am I getting a message “Access denied to that feature” ?
• Forgot your password - what to do...
• Operating System and our CRM...
• CRM - Customer Relationship Management
• Setting up Gmail as your Default Email Client

Reports 2

• Sales: Closed and Forecast Reporting
• Activity Reporting

User Profile Management 2

• Updating my password
• User Profile: updating and editing

Notifications / Inbox 2

• User Inbox / Notifications
• Inbox/Notifications

2023 Training Videos 11

• Adding an Agency and Advertiser
• Notifications: emails and Inbox
• Station Group Admin: The Basics
• Basic Navigation
• Creating and Understanding the Advertiser Record

View all 11