beginner

AdSalesOS foundations

The starting point for anyone working in AdSalesOS — no prior experience required.

This track gives you the core knowledge every AdSalesOS user needs, regardless of your role. You'll learn what AdSalesOS is, how it fits into your team's day-to-day work, and how to confidently navigate the platform — building the foundation you'll build on in your role-specific track (Sales, Ad Operations, or Billing & Finance).

Who this is for: Anyone new to AdSalesOS, regardless of role. If you're not sure where to start, start here.

What you'll learn:
  • What AdSalesOS is, who uses it, and how it fits into the order-to-cash workflow
  • Key AdSalesOS terminology and objects you'll see throughout the platform
  • How to navigate the platform, explore key modules, and manage your product catalog
  • How to create filters and custom views to work more efficiently

Instructor: Ke Lou

5 lessons 14 min total

Course Content

Getting started with PIO (3 lessons)
  • 🔒 What is AdSalesOS?
    3m
  • 🔒 Understanding key PIO terminology and objects
    2m
  • 🔒 Overview of the Product Catalog components
    3m
Navigation tips (2 lessons)
  • 🔒 Navigating the platform and exploring key modules
    3m
  • 🔒 Creating Filters and Custom Views
    3m