Start to work with Accounts and Contacts

Start to work with Accounts and Contacts


Understanding Accounts and Contacts

Objectives:     

  1. Knowing 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
Develop your customer centric by building customer relationships and collect data to adapt your offer with customer expectation. 
Through the Thynk environment, gather all customer-useful data by using accounts and contacts. 

What is the difference between ?

  1. The accounts are the companies with whom you are doing business. They may include third-party agencies.
  2. The contacts are people working for these companies; working for accounts. 

 Several people/contacts might be assigned to the same accounts.


If you are doing business with only one person, note that this person will have a person account which is similar to the business account, except that this account does not have its own contacts.

Understanding how to work with Accounts and Contacts

Firstly, let’s talk about Accounts...

By creating an Account, you will be able to gather all the information of the company, for example, key people that work there. It will allow you to remember specific needs and be proactive for any proposal. 

If you want to learn how to create an account, you can look at “How to create a new Account?” article.

When saved, the account will appear as an “Account” Record.

account record

Here, ic-Demo is one account, a record of the Accounts object, also called a company.


Within this new account record, you will also find a list of records such as:
  1. The people working in the company: the Contacts
  2. The current transactions
  3. The specific requests
  4.  Information about the previous proposal

  1. Your account can evolve while the company is evolving. It means you are able to edit and update the account whenever you need.
  2. To update the information, you simply have to click on the little pencil  on the field you want to edit.

You can also access the Salesforce Mobile App and search the name of the company in the searching bar.


Note that only administrators can delete accounts. As a standard Thynk user, you are able to create and update accounts, however, you will need the authorization of the administrator to delete them.

If you have more questions concerning the Accounts use, feel free to ask in the chatter!


Let's discover deeper how to work with Contacts

With detailed contacts, you will have a strong database. Through Thynk, you are able to gather the data you need to be more efficient in your business.


As with Accounts, you can learn “How to create a New Contact?” toward our short article or video.


When you create a contact, it means that you are adding a lead or client to your database.

When you create a contact, you must link it with an existing account, thus we advise you to first create the account. If you forgot to link your contact it with an account, it will be hidden from all users, only administrators and managers could be able to see it.

 When you create a contact, you can decide or not to synchronize it with Mews PMS.

You can also enter information such as:

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


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

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

Feel free to ask any question in the chatter if you need some more help.





 



    • Related Articles

    • Start to work with the scheduler

      Work more efficiently and save time by using our Scheduler!   The scheduler is made available to you in order to ease the creation and update of Quote Meeting Rooms. It also gives a full view on all current booking across meeting rooms and properties ...
    • How does the Navigation and Tabs work?

      Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page.      If you are looking to a specific record, as for instance a client name, you can search this specific record in the quick find box Looking for ...
    • How to change the Billing Address?

      You are able to edit the billing address of your accounts and contacts when needed to increase your performance and develop your customer base. To change the billing address of a contact, note that you have to follow the same steps! To edit the ...
    • Kanban

      Thanks to the Kanban view, discover a visual summary for a selection of records.It will help you to work efficiently and keep your deals moving forward. What is a Kanban? A Kanban is a visual system managing your work in the course, gathering your ...
    • How to create a New Contact?

      Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need.  To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...