beginner
Who this is for: Sales reps and account managers working in AdSalesOS, whether or not your team also uses Salesforce.
What you'll learn:
AdSalesOS for sales
How sales teams manage accounts and opportunities in AdSalesOS — and how those opportunities become campaigns.
This course covers the CRM-style workflows built into AdSalesOS for sales teams: creating and managing accounts, and creating opportunities that carry deal details forward — eventually converting into campaigns that ad operations executes against. Whether your team creates records directly in AdSalesOS or syncs from Salesforce, this track covers both paths.
This course covers the CRM-style workflows built into AdSalesOS for sales teams: creating and managing accounts, and creating opportunities that carry deal details forward — eventually converting into campaigns that ad operations executes against. Whether your team creates records directly in AdSalesOS or syncs from Salesforce, this track covers both paths.
Who this is for: Sales reps and account managers working in AdSalesOS, whether or not your team also uses Salesforce.
What you'll learn:
- How to create and manage accounts in AdSalesOS — directly, or synced from Salesforce (CRM)
- How to create and manage opportunities in AdSalesOS — directly, or synced from Salesforce (CRM)
- How opportunities fit into the broader sales workflow, including their conversion into campaigns
Instructor: Ke Lou
6 lessons
21 min total
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Course Content
Managing Accounts
(3 lessons)
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🔒 Understanding Accounts and how to create them5m
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🔒 Creating Accounts in Salesforce (CRM) to sync with PIO5m
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🔒 Creating Accounts directly in PIO2m
Managing Opportunities
(3 lessons)
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🔒 Understanding Opportunities and how to create them5m
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🔒 Creating Opportunities in Salesforce (CRM) to sync with PIO2m
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🔒 Creating Opportunities in PIO2m