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 contacts. There are two ways of searching for contacts.
Method 1 -Searching
The easiest way to search for anything (account, contact, booking, event) is using the global search bar on the top of your Home screen.
In the search bar, type the name of the contact and ‘enter’. This will search everything, accounts contacts etc.
If you click on the down arrow on the left of the search field, and select ‘Contacts’, it will only search for Contacts.
Method 2 - Searching
The 2nd method is sometimes more logical if you know which account the person works for. In this case, you find and open the account first and look there:
Find the account, by searching in the global search field on the Home Page, and open the account.
Click on ‘Related’ and look at ‘Contacts.’
A list of contacts appears; if there are too many contacts to show in this screen, click on ‘View All’ to see the rest of the contacts.
Creating a New Contact
As you receive leads, you will either find the contact already exists in Thynk, or you may need to create a new contact. Thynk will not allow you to save contacts that are not linked to accounts, so you will have to create the account as well if it doesn’t already exist.
If the account already exists, or you have just created a new one, follow these steps to create a new contact:
Open the account, and click on ‘Related’.
Under Contacts, a list of contacts appears. Always check that this new contact doesn’t already exist.
Now, to create a new contact, click on ‘New’.
Complete the fields in the new contact window. Be as thorough as possible so you have the best data possible.
You will notice in the ‘Account Name’ field, the name of the account is already populated.
This is because you created the contact from the account. Finish all fields and ‘Save’.
If you haven’t checked that the account exists, you can also just go right in and create the new contact. You will have the opportunity to create a new account if it doesn’t already exist, straight from the contact you are creating. To do this:
First search for the contact using the global search field.
Click on the ‘Contacts’ tab, and click on the ‘New’ button to the right.
In the ‘New Contact’ window, complete the fields. Complete as much as possible so you have the best data possible!
In the ‘Account Name’ field, start typing the account name. If it exists, it will show in your field and you can select it. If it doesn’t show, this means, this account doesn’t exist.
Click on the + ‘New Account’ which opens the ‘New Account’ window, where you complete the account fields. When done, you will be returned to the ‘new contact’ window.
Finish the contact fields and ‘Save’
Editing an Existing Contact
Again, similar to keeping accounts updated, it’s important to always keep your contacts up to date.
For example, your contact is getting married, or you find out other personal things about this person that would be valuable to provide a more personalised service (e.g. allergies, or favourite hobbies) you can update this in Thynk.
Editing contacts is similar to editing accounts. To edit a contact, follow these steps:
Find the contact you wish to edit.
Open the contact by clicking into it.
Move your cursor to any field you see a ‘pencil’ icon, and click on the pencil, or click onto the 'Edit' button.
Enter in the correct information, and 'Save’ when done.
Best Practices for Creating and Editing Contacts
Always check first if the contact already exists before creating a new one to reduce the chances of adding duplicates!
Always complete as many fields as possible on this contact, because this will help you manage them much better and give them a personalised experience.
If you have personal information (that’s not too personal) you could also add this into Contact Comments to make conversations with them more pleasant.
Related Articles
How to create a New Account and edit an Existing Account
Learning Objectives How to search for an account How to create a new account How to edit an existing account Which best practices to follow Standard Features in Thynk When working in Thynk, there are some very easy features that apply the same way in ...How to Deactivate a Contact
Learning Objectives This article shows you how to …. Handle a contact who has left their company Deactivating a Contact We all know turnover happens in our industry a lot! Contacts move companies, they retire, or if they are lucky enough, decide to ...How to create a New Inquiry
Learning Objectives In this article you will learn... How to create a New Inquiry How to edit a saved Inquiry What you can do after saving an Inquiry Creating & Editing a New Inquiry This will always be the first step when creating a new inquiry. 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 Create and Edit a BEO
Learning Objectives How to create a new BEO How to edit a BEO Why you should try to produce the BEO in PDF format instead of Word Creating BEOs Part of the sales managers’ process of creating bookings and moving the customer from proposal to contract ...