HELP

How to manage advertisers and contacts in RunMags

The RunMags CRM keeps each advertiser or agency as an organization, with its contacts, activities, bookings and invoices on the same record, so sales and finance see the same history.

Updated

Steps

  1. Open Ad sales > Organizations and add the advertiser or agency as an organization.
  2. Add the people you deal with on the organization’s contacts, and set the account manager (“Our responsible”).
  3. Log each call, meeting or email as an activity with a follow-up date and an owner.
  4. Work your follow-ups for the day from Home > Planner.
  5. Before you call, check the organization’s Ad bookings, Invoices and Activities tabs.

What it does not do

  • No opportunity pipeline with win probability, decision dates or lost reasons.
  • No calendar or inbox sync with Google or Outlook.

Learn more

Read the product page: CRM for magazines. Or go back to all RunMags help.