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

    18. Thynk about PMS Accounts.

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

    20. Thynk about linking Thynk accounts to PMS accounts.

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

    22. Thynk about sending an account to PMS.

    23. 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.

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

  • 37 lessons