Make Notes, Assign Tasks, Edit Records – Mediarails

What:

A key capability of Mediarails is the core CRM ability to store all your information. Mediarails not only lets you make notes, but also lets you @mention teammates (triggering an email), assign tasks (and convert notes into tasks), tracks email histories and upload documents. In addition, Mediarails lets you see all details for a Partner including performance, audience and more.

Why:

Having information about a Prospect or Partner is incredibly helpful across recruitment, activation and optimization. Tracking tasks helps ensure that nothing falls through the cracks. Notes and documents are helpful in making sure you have the right information to continue the conversation and build the relationship so Partners feel like they matter.

How:

Click into a record
Make a note
assign a task
Do the @mention, etc.
etc.

Homework:

Create a task and assign it to a teammate
- Once on a Prospect or Partner detail page locate the Workflow section on the left side of the page. Under Workflow you will see Tasks. Select the Create Task link and create a task for yourself to come back to this Partner in a week and review what you have learned about detail pages. Note: you can view this task on your task list in the dashboards.
Upload a media kit or IO to a Partner record
- Once on a Partner detail page, locate the Workflow section on the left side of the page. Under Workflow you will see Files, select files and you will see link for Upload New File, select this and upload a new file to the Partner record.
- Note: File size limit for individual files is 52mb
Add a comment, @mention a teammate, and turn it into a task
- Click "Add comment." In the comment box type @ then begin typing the person's name you wish to notify. Their name will auto-populate. Select the name and type your comment. The @ mention will trigger an email to said recipient and also add a checkbox below the comment box to turn the comment into a task. Check the box and make it a task. Save the comment.