Where to Track Agency Specific Account Information
Learning Objectives
At the end of this lesson you will know ….
Where you can track agency specific information on your accounts
Where to track agency commissions
Tracking Agency Specific Information
As you work with accounts in Thynk you already know that accounts can be set up as a ‘company’ or as an ‘agency’.
Agencies are companies that typically book on other people’s or company’s behalf, and it’s important to track them as agencies. Furthermore, there are many different types of agencies, e.g. retail agencies, wholesale agencies, OTAs etc.
To track agency specific information on an account, please refer to the lesson https://learn.thynk.cloud/courses/take/accounts-contacts-negotiatedrates/texts/49201344-where-can-i-track-agency-specific-information in Thynk University! 👩🏻🎓 Make sure that you have signed into the University from Thynk before clicking on the lesson link.Best Practices for Tracking Agency Information on an Account
In Thynk, the Account ‘Subtype’ field can be dependent on the Account ‘type’. If you wish to edit the drop down list of agency subtypes, please contact your admin, or director, as they have the permissions to make changes.
Please make sure that you select the correct Account Type because once you have attached bookings to this account, you will not be able to change the account type. You'll need to then contact your Thynk Admin for changes.
If you know what commissions the agency charges, you should enter them here. You can then have this commission pull into documents and reports.
Resources
How to find agencies a company uses - Knowledge Base article
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