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How to add an Account and Contact

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Getting Started

Welcome to Radio Workflow
Getting Help
Become a customer
New customer FAQ's
How to sign in
Privacy Policy
Onboarding Guide
Training Schedule
Platform Settings

Sales & Marketing

Getting Started for Sales People
White Label Network
Bulk Transfer Accounts
Schedule your Fillers
Restore a Contract to a Past Version
Use Design Builder
Enter Non-spot Revenue
Add a Secondary Contact
Send a Newsletter
Revise a Contract
Build a Projections Report
What is the Prospect Pool
View Sales Activity
View a Weighted Revenue Forecast
Use Prospector to Find Prospects
Merge Two Accounts
Set Multi-rate in a Contract
Import your Account List
Use Tags Inside Radio Workflow
Add in your Sales Activity
Add a Note to an Account
Approve Proposals
Billing Tags & Update Contact Information
An Introduction to the Dashboard
Change an Accounts Name
Manage your Print Advertising

Traffic & Administration

Schedule Proof of Performance
Setting Up Avail Types, Spots Types & Dayparts
Export your Log Each Day
Create your Clocks (log Templates)
Automatically Assign Cart Id's
Build a Non Spot Billing Report
Download and Print your Log
Lock your Log in Log Editor
Set your Default Clocks
Build a Run Times Report
Post a Log Without Reconciling it
Make Good on a Bumped Spot
Generate a Live Avails Report
Inject a Mini Clock Into a Daily Clock
Create a Clock (With Bobby)
Fix Pink Lines In Media Query
Manage Revised Contracts on the Log
Use Media Query
Run a Sponsorships Report
Use Network Query
Processing Signed Contracts
Bulk Assign a Copy Rotation
Introduction to Radio Workflow Traffic
Add a New Program
Reconcile your Logs

Accounts Receivable

Working with Edi Invoices
Apply a Credit Note
Set Up an Account for Pre-billing
Check your Account Balances
Export Invoices to Quickbooks Desktop
Undo a Payment in Radio Workflow
Add your Payment
Edit an Invoice in Radio Workflow
Set Up Invoicing in Radio Workflow
Run your End-of-month Billing
Run a Commissions Report
Repost an Invoice After a Contract Revision
Finance Fees

System Administrators

Change your Billing Address
Add a New User in Radio Workflow
Settings for Logs, Proposals, & Contracts
Add a New Station (Media Outlet)

On-Air & Promotions

Set Up your Store on Myradiodeal

Creative & Production

Getting Started
Creating a Production Order
The Production Lifecycle
Understanding Work Queues
Add a Script to a Project
Delete a Project
An Introduction to Creative Pad
Need an Ad Now! Try Auto Mix.
Use Overdub
Use Auto News
Use News Extractor

Billing

How to post your Invoices
Export Invoices to QuickBooks
How to add a Payment
Apply a Credit Note to an Invoice
How to edit an Invoice
Setup your Invoice Formats
Setup RadioInvoices.com
Send Invoices via RadioInvoices.com
How to run an Aging Report

Quick How To's

Revise a Contract
Trash an Invoice
Change Password
Set Spot as Dubbed
Update Spot Status
Create a Task
Send an Invoice
Projected vs Actual Report
Approve Proposal/Contract
Contract Calendar View
Update Project Filter
Undo Payment

Video Tutorials

How to add an Account and Contact
Manage your account list
How to create and send a Contract
Create a simple Production Order
Customizing your workflow
Add a custom Proposal design template

Integrations

Partner API

Workstation

Download Workstation
Shortcut Keys

Mobile Apps

iOS
Android

Import Manager

WideOrbit (For Production)

Contracts

An Introduction to Contracts

Design Builder

Merge Tags

FAQ's

Account Settings
Sales & Marketing
Traffic & Administration
Creative & Production
System Administration

The Basics

What is a Super User?
How do User Roles work?
What is the Neglected tab!
Timezone's

Bells & Whistles

Prospector

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How to add an Account and Contact

Updated about 1 month ago

Manage your account list