How to Deactivate a Contact
This article shows you how to ….
Handle a contact who has left their company
We all know turnover happens in our industry a lot! Contacts move companies, they retire, or if they are lucky enough, decide to move to Bali for the rest of their lifetime.
In Thynk, you are not allowed to delete contacts because of the risk of losing valuable historical production information.
Instead of deleting, you will be deactivating the contact.
For contacts who have left their company, deactivate the contact following these steps:
Use the global search bar to find the contact you wish to deactivate.
Open the contact.
Click on the pencil button to allow editing fields, or click on the ‘Edit’ button.
Untick the ‘Is Active’ check box and select the ‘Inactive Reason’.
If you have any information on this person, you can enter into the ‘Description’ field at the bottom of the contact's screen. Even if you already know they are going to another company, this is a good place to enter it.
Finally, click on ‘Save’.
Because contact information is very valuable, you should never delete contacts even when they retire or move on.
When deactivating contacts, try to enter in additional information into the contact ‘Description’ field; anything you find out of why the person left could be of value.
When contacts move from one company to another, you will deactivate them from one, and create them as a 'new contact' in the other company.
How to Deactivate a User
Learning Objectives At the end of this lesson you will know …. What the implications are of deactivating users How to deactivate users in Thynk Deactivating Users When a Thynk user leaves your company, you will need to deactivate them in Thynk, ...
How to Delete/Deactivate Accounts
Learning Objectives This article will show you… How to handle an account that no longer has potential for your hotel Why you can’t and shouldn’t delete accounts ‘Deleting’ Accounts When would you delete an account? It’s usually when you are cleaning ...
How to Move a Contact to Another Company
Learning Objectives At the end of this lesson you will know what to do when… A contact moves from one to another company Moving a Contact to Another Company We all know turnover happens very frequently. When a contact moves from one company to ...
Contact Listing Report
Report Overview Displays a list of contacts from a particular area or source depending on the report filters you choose Report Uses The sales team can use the report … To create lists for prospecting To create email blasts, such as special offers, or ...
How to Search for a Contact, Create a New Contact, and Edit an Existing One
Learning Objectives This article will show you how to…. Search for a contact Create a new contact Edit an existing contact Searching for a Contact Always, search for contacts before creating new ones so you don’t inadvertently create duplicate ...