Course curriculum

Here is an overview of the lessons in this course:

    1. How can I create a new account and edit it?

    2. Thynk about creating a new account and editing it.

    3. How can I delete an account that no longer exists?

    4. Thynk about how to deactivating an account.

    5. Where can I track agency specific information?

    6. Thynk about tracking agency information.

    7. How do I add a specific commission on my account?

    8. Thynk about managing account commissions.

    9. How do I structure accounts that have one headquarter (parent) account and many different regional offices?

    10. Thynk about account hierarchy.

    11. How can I find out which agencies a specific company uses to book their meetings?

    12. Thynk about which agencies a specific company uses.

    13. How can I view total production for my account/agency?

    14. Thynk about viewing production for an account or agency.

    15. How can I use Thynk to help me prospect accounts for new business?

    16. Thynk about prospecting accounts for new business.

    17. Overview of PMS Accounts

    18. Thynk about the overview of PMS Accounts.

    19. What are ‘PMS Accounts’ and how can I see a list of them in Thynk?

    20. Thynk about PMS Accounts.

    21. How do I link a Thynk Account to a PMS Account?

    22. Thynk about linking Thynk accounts to PMS accounts.

    23. How can I send an account to the PMS?

    24. Thynk about sending an account to PMS.

    25. Accounts & Contacts - Survey

    1. How can I search for a customer, how can I create a new contact, and edit an existing one? How can I note a primary contact?

    2. Thynk about searching contacts, creating and editing contacts.

    3. How do I delete a contact who has left the company they worked for?

    4. Thynk about deactivating a contact.

    5. My customer works for two different agencies (or companies). How can I attach them to both?

    6. Thynk about a contact who works for two different agencies (or companies).

    7. How do I move a contact from one company to another?

    8. Thynk about moving a contact from one company to another.

    1. How do we handle negotiated and multi-property negotiated rates in Thynk?

    2. Thynk about negotiated and multi-property negotiated rates.

    3. How do I create negotiated rates for my accounts and how do I find them?

    4. Thynk about negotiated rates.

    5. How do I create a multi-property negotiated rate?

    6. Thynk about creating multi-property negotiated rates.

    7. Linking Negotiated Rates and Corporate Rates to Accounts in your PMS

    8. Thynk about linking negotiated rates and corporate rates to PMS.

This course will teach you all you need to know about Accounts & Contacts in Thynk.

  • 41 lessons