Overview of Accounts and Contacts

Overview of Accounts and Contacts

Learning Objectives 
  1. Know the difference between an Account and a Contact and be able to define the terms
  2. Know how to use: create and edit your Accounts and Contacts

What is the Difference between Accounts & Contacts?

  1. Accounts are companies with whom you are doing business. They may include agencies.
  2. Contacts are people working for these companies and agencies. 
One account can have multiple people/contacts.
Tracking detailed account and contact information results in a powerful database. Thynk allows you to gather the data you need to be more efficient in your business.

How to work with Accounts

By creating an Account, you will be able to track all the details about the company, for example, address, main phone number, website, key people that work there. It will allow you to remember specific needs, and book business generated by them. 
If you want to learn how to create an account, you can look at “How to create a new Account?” article.

When save your accounts, they will appear in the 'Account' tab on your Home Page, and you can also search for them using the search bar.

Within this new account you will also find:

  1. People working in the company: the Contacts
  2. Current and previous booking transactions
  3. Current and future sales activities (tasks, appointments etc)
  4. Specific requests

  1. Your account evolves as you work with the account and it's contacts. It is crucial for you to keep accounts and contacts updated at all times.  
  2. To update the information, click on the little pencil  on the field you want to edit.
Note that only administrators can delete Accounts. As a standard Thynk user, you are able to create and update accounts. It is a Best Practice not to ever delete accounts, but to deactivate them. 

How to work with Contacts

Learn “How to create a New Contact?” in our Knowledge Base.

When you create a Contact, it means that you are adding your customer or potential customer to your database. Contacts are attached to accounts, so when you are creating a new one, you must create it into an existing Account. We recommend you create the Account first.  

Within this contact, you will find:

  1. Title: the position of your contact into the company
  2. Contact role
  3. Email address
  4. Phone number
  5. Lead source: from where did you find your Contact or how did the Contact find you?
  6. Address

The more information you fill, the more complete your contact's data will be.

  1. To update the information, simply click on the little pencil  on the field you want to edit.


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