A user with Sales rights can access the tools to manage advertising clients and leads in the left navigation column under Ad sales >>> Organizations.

Work with advertisers and agencies, add contacts and manage deals, activities, emails, files, invoices and payments in the related tabs below the Organization record. Click on the tab that you want to work with.

On the right hand side you can access contextual information such as graphs on ad bookings, calendar, sales targets and a map for the organization's address.

Other resources

Add a new advertiser

Logging advertiser calls

Emailing an advertiser

Selling advertising

Did this answer your question?