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.
In order to keep the room night and revenue production booked by this contact on the original account, you will not be ‘moving’ the contact, but instead, you will ‘deactivate’ the contact in Company A and enter the contact again as a new contact in Company B.
Follow these steps to “move” your contact to another company:
Use the global search bar to find the contact who is moving companies.
Open the contact.
Click on the pencil button to allow editing fields, or click on the ‘Edit’ button.
Untick the ‘Is Active’ check box by clicking into the box, and select the ‘Inactive Reason’ of ‘Moved to Another Company’.
If you have any information on this person (maybe the date when they are leaving, and which company they are joining), you should ideally enter this into the ‘Description’ field at the bottom of the contact screen.
Click on ‘Save’.
If you know which company they are joining, you should create this new contact into the new company and complete the fields with the new phone number etc. You will see pop up messages warning you that you are creating a duplicate contact, but in this case, you can ignore them.
When adding the contact to the new account, again, update the contact’s ‘Description’ field, mentioning where the contact worked before, and anything else that will help you sell better.
Finally ‘Save’
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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