Start to work with Accounts and Contacts
- Knowing the difference between an Account and a Contact and be able to define the terms.
- 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
Through the Thynk environment, gather all customer-useful data by using accounts and contacts.
What is the difference between ?
- The accounts are the companies with whom
you are doing business. They may include third-party agencies.
- 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.
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.
When saved, the account will appear as
an “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:
- The people working in the
company: the Contacts
- The current transactions
- The specific requests
- Information about the previous
- Your account can evolve while the company
is evolving. It means you are able to edit and update the account whenever you
- 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!
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.
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.
you create a contact, you can decide or not to synchronize it with Mews PMS.
You can also enter information such as:
- The Title: the position of your
contact into the company
- Email address
- Lead source: from where did you
find your Contact or how did the Contact find you?
- Phone number
The more information you fill, the more complete your contact's data will be.
- 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.
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