Generate Insertion Order

To start generating an insertion order, first go to the Opportunities Detail Page

In order to generate an Insertion Order, the Opportunity must have at least 1 Key Contact

1. Click the 'Insertion Order' tab, then click 'Create New Insertion Order'

2. Confirm the Address information used and click 'Save Insertion Order'

3. From the Insertion Order Detail page, in the upper right hand corner click 'Advertising Insertion Order'

4. After that you will be redirected to Conga, click the leave button and it will take you to the document generation.

5. From Conga just click the "Merge and Download" button at the bottom right and your insertion order will download. You'll be able to then find your new insertion order in your downloads folder.