Learning Objectives

At the end of this lesson you will know how to…. 

1. See your sales pipeline for this month 

2. See your sales pipeline for next month

‘Sales Pipeline This Month’ & ‘Sales Pipeline Next  Month’ List View

List views are a quick way to pull up lists without having to create reports. Any user can create their own list view.  In a previous lesson we explained about List Views and how to edit them in Thynk. 

If you want to pull up your sales pipeline for bookings arriving this month, we have created a list view for this. This list view can help you get an understanding of which bookings have an arrival of this/next month, so you can check their booking statuses. Hopefully, they should be all ‘closed - won’, or ‘definite’. If not, you’d need to follow up asap.  

There is another version of this list view, which is called ‘Sales Pipeline Next Month’, both are found in the Booking tab list views.

Follow these steps to run this specific list view: 

1. At the Home Page, click on the ‘Bookings’ tab.

2. This opens your ‘Recently Viewed’ List View. To change this, click on the down arrow, and you will see the standard list views.  

For specific instructions, please refer to this lesson in the Bookings course in Thynk University! 👩🏻‍🎓

Best Practices for List Views

• List views are really helpful if you want to create simple lists without creating reports. This list view can help you get an understanding of which bookings have an arrival of this/next month, so you can check their booking statuses. Hopefully, they should be all ‘closed - won’, or ‘definite’. If not, you’d need to follow up asap.  

• Any user can create their own list view. If you get stuck, contact your Thynk admin for help. 

Resources

1. How to change list views - Knowledge base article
   

2. How can I change the way accounts lists appear on my Home Page - Lesson