Finding Contracts sent to Customers
Learning Objectives
In this lesson you will learn where to….
Find contracts and proposals to your customers
Finding Contracts and Other Documents
If you need to look up specific information in customer contracts, it’s very easy to find them in Thynk. This is why it’s important that the sales team use Thynk to produce their proposals and contracts (and BEOs) from Thynk. Thynk allows you to save these documents on the account itself making them so much easier to find than looking through the many shared drives and folders elsewhere.
Of course, for you to find a document in Thynk, you will need to have your own user log in and password. If you don’t, please contact your Thynk admin.
Best Practices
Thynk makes it easy to find documents without having to sift through shared drives - however, for this to work effectively, the sales team should be generating their documents through Thynk.
You can also save signed contracts, or anything else directly to the booking by using the ‘Add File’ button on the ‘Files’ section of the booking.
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