How to Track Invitations for a Sales Program

How to Track Invitations for a Sales Program

Learning Objectives

At the end of this lesson you will know how to…. 

  1. Track your invitations

  2. Note which contacts have responded to attend


Tracking Invitations 

Once you have created a sales event or Sales Program in Thynk you will want to track invitations to see who accepted and plans to attend. 


To do this, follow these steps: 

  1.  To find the Sales Program, click on App Launcher.

To find the Sales Program, click on App Launcher

  1.  Type "sales pro"

  1. Click on Sales Programs

Click on Sales Programs

  1. Click on the sales program to open it.

Click on the sales program

  1. Click on Related

Click on Related

  1. Look for the section called Sales Program Invitations and click on New

Click on New

  1. Click on Contact

Click on Contact

  1. And start typing in the name of the contact you have invited, then click on the name.

And start typing in the name of the contact you have invited, then click on the name.

  1. Click on Account

Click on Account

  1. Find the contact's account and click on it...

Find the contact's account and click on it...

  1. Check Accepted Invitation

Check Accepted Invitation

  1. If you want to add more contacts, click on Save & New (otherwise, just Save)




Resources

  1. Overview on Sales Programs - Knowledge base article

  2. How to create a new Sales Program - Knowledge base article

  3. Sales Program Dashboard -  Knowledge base article



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