Activities & Activity Timeline

Activities & Activity Timeline

Activities


Activities refers to records, in the form of either tasks, events, calls, emails, or interactions sales representatives engage in their daily work. With the help of Thynk, sales representatives can easily keep up with their accounts, campaigns, contacts, and bookings by means of tracking their have-done list and to-do list. 



New Task 

Track action items for yourself and others by creating a task. In the above screen, “New Task” tab is being highlighted.
Click on the purple “Add” button to begin creating a task.
Fill in 1) Subject, 2) Due Date, 3) Assignee, 4) Name of Contact person and 5) Account related to the Contact.
Click on each of the search icon   to see a dropdown list with the most recent search results and the option to create a new record.
Finally, click the purple "Save" button when all relevant information has been filled in. 



New Event

Create, update, and track meetings via Events. Begin by clicking into the New Event tab.  
Fill in 1) Subject, 2) Description, 3) Start and End dates, 4) Name of Contact person and 5) Account related to the Contact.
Click on each of the search icon   to see a dropdown list with the most recent search results and the option to create a new record.
Finally, click the purple "Save" button when all relevant information has been filled in. 


Log a Call

Use 'Log a Call' to save sales representatives' communications with their business contacts. 

Steps to logging a call is similar to the above mentioned process.
The fields to fill in includes 1) Subject, 2) Comments, 3) Name of Contact person and 4) Account related to the Contact. Once you 'Log a Call', it immediately shows under the 'Past Activity'.

Do remember to click on the purple "Save" button when all relevant information has been filled in.

Email
Sales representatives will like the convenience of being able to send emails via Thynk.  As long as the email address is valid, users can send rich-text email to contacts and leads, with attachments, directly from the record (account, contact, and/or quote/booking) they are on. 



1) Rich text features
2) Insert images
3) Insert link
4) Insert quick text
5) Attach file
6) Insert merge file
7) Insert, create or update template
8) Preview email
9) Clear email and revert
10) Popout to docked view

Activity Timeline
Upcoming Activities and Activity History are tracked in the activity timeline. To sort a list of open and overdue activities, use the timeline settings  to  select what is visible based on date range, activities to show, activity type and order of activities (oldest first or newest first). Finally click "Apply & Save" to keep the settings. "Apply" is for current view only. 



References - Activities: Tasks, Events, and Calendars
    • Related Articles

    • Activities

      Activities There are several types of activities that you need to track such as appointments, tasks, calling a customer or emailing a contract. Objectives: Learn how to log a call and send emails Discover how to manage appointments and tasks   ...
    • What is a MYCE Quote?

      As Salesforce user, you will create all group (MICE) bookings in THYNK. 'MYCE' Quotes are your MICE (Meetings, Incentive, Conferences, Exhibitions) group bookings.  You can track them through four different proposal stages: Qualified Proposed ...
    • List Views

      See a list of your records based on your own filters by creating a List View.  A List View is a simple and very effective tool of Salesforce, which allows you to create a list of accounts, contacts, bookings, etc. yourself without having to create a ...
    • How to Create a New User Login

      As THYNK Admin, you can manage user logins and grant new users access to your properties. You will also deactivate users as they leave. To Create New Users Before creating the new user, you must follow the steps for Multi-Factor Authentication.  With ...
    • How to Create an Email Template

      What is an email template?  Email templates are amazing tools to help you save time, engage with contacts on a regular and personalised way, and ensure consistency in your communication to clients.  There are two ways to create email templates in ...