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 another, you hope that they will give you new business from their next place of employment.
Hence, it’s important to ask the right questions when you speak to them, and update this in Thynk. If you do it right, you won’t lose valuable information on where the contact was before, and how much revenue you had booked from the original company.
Best Practices for Moving a Contact from One Company to Another
Never just move the contact from one account to another, because it’s important to leave that historical information into the previous account.
Always deactivate the contact from the original account, which leaves the revenue and room night information on the original account for historical purposes.
Use the Contact ‘Description’ field as much as possible to enter in details on where the contact is moving, and a move date, and any other important information that will help you sell.
Resources
How to create a new contact - Knowledge Base article
How to delete/deactivate a contact - Knowledge Base article
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