How to create a New Inquiry

How to create a New Inquiry


Learning Objectives
In this article you will learn...
  1. How to create a New Inquiry and edit it 
  2. How to edit a saved Inquiry
  3. What you can do after saving an Inquiry

Creating & Editing a New Inquiry

Idea
For specific instructions, please refer to Thynk University! 👩🏻‍🎓


What can I do after I save my inquiry?

Once saved there are many things you can do to a saved inquiry. Below are some highlights and appropriate articles are linked.
  1. Edit the Inquiry and add more details
  2. Add Inquiry Events and Guest Rooms
  3. Add Inquiry Products
  4. Convert your inquiry into booking

Best Practices for Creating Inquiries

  1. Start by checking with your Director of Sales, as your hotel may have strict policies on how to use Inquiries. The SOPs will provide guidance on when and how to classify a piece of business as an inquiry or a booking.
  2. Typically, if a lead has very basic information, you don’t know the source, or feel it’s not going to really materialize, you can track this as an inquiry. This allows you to track the business and the lost business without spending too much time detailing it
  3. Always check if the account / contact already exist via their lookup fields to prevent duplication. These lookup fields can help you find them if they exist. The system will search as you type and find the contact.
    1. If they don’t exist, you can enter the details you have on the window as well
    2. Ensure you also enter the email address and phone number so you can follow up.
  4. If you are part of a Central Sales Team, you are essentially routing leads to various properties by using Inquiries. Again, follow your own internal SOPs.
  5. Inquiries can be a treasure trove for prospecting for new business. Review lost inquiries and see if maybe you should get to know the account/contact better in order to find new business.
  6. Some hotels use ‘generic accounts’ to track their inquiries, or social business. For instance, you may have the following ‘generic accounts’: Wedding Account, Social Account, (Sales Manager’s name) Paul Smith’s Inquiry Account, etc. This allows you to link your inquiries to the generic account, without creating brand new accounts, especially if you don’t have the time now to really research the account.



Resources


    • Related Articles

    • How to Convert an Inquiry into a Booking

      Learning Objectives This article will teach you... When to convert an Inquiry into a Booking How to convert an Inquiry on create and on save Standard Use Case A customer, Mick Jagger, has called about hosting his auto dealership's annual meeting. ...
    • Overview on Inquiries

      Learning Objectives This article will teach you... What are inquiries Difference between an Inquiry vs a Booking in Thynk The process of converting an inquiry to a Booking Understanding Inquiries on Thynk An Inquiry can be thought of as a lead or ...
    • How to edit and add more details to an Inquiry

      Learning Objectives This article will teach you... What can you find on an Inquiry How to edit an Inquiry The function / meaning of certain fields Your New Inquiry is saved, what’s next? Once you have saved your New Inquiry you will be redirected to ...
    • How to add Corporate Products (Inquiry Products) to an Inquiry

      Learning Objectives This article will teach you... Understand what are Inquiry Products (Corporate Products) How to build Corporate Products How to add Inquiry Products What these items would look like once converted Your New Inquiry is saved, what’s ...
    • Open Inquiries Report

      Learning Objectives In this lesson, you will learn... 1. How to run an open inquiries report. 2. How to use open inquires reports for the right purposes. Report Overview As you know, inquiries/requests are very useful to track very general leads that ...