Learning Objectives

At the end of this lesson you will know …

1. How to find your tasks, and log of calls for your own use

2. How to see your outstanding tasks

3. That you don't have to keep a separate log of calls in spreadsheet format

4. How your sales director can see your sales activities in Thynk without the need of spreadsheets

Keeping a Log of Calls and Tracking Future Tasks 

It is very common for sales directors to ask to see their sales teams' sales activities so they can not only ensure that the team is working as efficiently as possible, but also to sometimes guide them in the sales process with specific customers. 

For example, some directors are quite hands on and they may see that you have a call scheduled with a very important meeting planner who is considering other competitors. They may ask the sales manager if it would be beneficial for them to join the call in order to help secure the business.

In hotels who still have manual processes, sales managers have been manually entering their calls into spreadsheets, just so they can email them on a weekly basis to their directors. You won’t have to do this anymore!

Viewing your Calls and Tasks

For specific instructions, please refer to the lesson https://learn.thynk.cloud/courses/take/activities/texts/49481516-how-can-i-view-my-log-of-calls-and-future-tasks-and-how-can-i-share-them-with-my-sales-director in Thynk University! 👩🏻‍🎓 Make sure that you have signed into the University from Thynk before clicking on the lesson link. 

Viewing your Calendar Appointments

For specific instructions, please refer to the lesson https://learn.thynk.cloud/courses/take/activities/texts/49481516-how-can-i-view-my-log-of-calls-and-future-tasks-and-how-can-i-share-them-with-my-sales-director in Thynk University! 👩🏻‍🎓 Make sure that you have signed into the University from Thynk before clicking on the lesson link. 

Best Practices for Viewing Activities

• It’s important that you track all tasks, appointments and calls in Thynk. This should become your property SOP. 

• Your director won’t need you to track your sales activities on spreadsheets, if this is what you were doing previously. They can easily see your activities in their own dashboards. 

• If they are not seeing your activities on their dashboard, suggest checking with their Thynk Admin, so they can help them set it up for them.