Accounts and Contacts
How to Send List Emails
How to "Send List Emails" If you would like to send an email blast to your contacts about a seasonal offer, or anything else, use this "Send List Email" feature in Thynk. Date: June 15, 2022 1. Click on 'All Contacts' Note: You can send an email to ...
How to Change the Billing Address
To change the billing address of a contact, follow these steps. To edit the billing address of an account, go to the tab 'Accounts'. Then select a record, here we will select the Ic-demo2 account To see the details of the account, simply click on ...
Start to Work with Accounts and Contacts
Understanding 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 ...
How to Edit an Existing Contact
Keeping updated contacts allows you to be more effective managing your business. On the Home Screen, click on 'Contacts' Select the 'Contact' record you wish to edit Click on the pencil next to any of the fields to edit. Edit the fields and click on ...
How to Create a New Contact
Enhance your contact portfolio to better leverage your database. As Salesforce user, you can create as many new contacts as you need. To create a contact, on the Home Page, click on the 'Contact object Create a new Contact record by clicking on '+ ...
What is an Account Owner?
Each account has an account owner. This is the person responsible for the company and in charge of the file, in 'traditional' terms. First go to Accounts Click on any of the accounts; here we will click on Ic-Demo. The account owner shows in the ...
How to Set up an Account Hierarchy
The Account Hierarchy allows you to link subsidiary accounts to a head office, or “a parent account”. Once linked, it is easier to navigate between the accounts, and to report on total revenues. You access the Account Hierarchy from within the ...
How to Create a New Account
In Salesforce, an Account means a company. Create and/or add an account is therefore the addition of a new record in the Account object. Click on the arrow of the account object Select '+ New Account' Fill the account informations Save your new ...