Activities & Activity Timeline
Activities Activities refers to records, in the form of either tasks, events, calls, emails, or interactions sales representatives engage in their daily work. With the help of Thynk, sales representatives can easily keep up with their accounts, ...
Activities There are several types of activities that you need to track such as appointments, tasks, calling a customer or emailing a contract. Objectives: Learn how to log a call and send emails Discover how to manage appointments and tasks ...
Synchronize a Guest with Mews
Synchronize a Guest with Mews As salesforce user, you can synchronize your guests directly with your Mews PMS and drive efficiency. You have two ways to synchronize a guest with Mews: by creating a new guest or editing an existing one. Synchronize a ...
Synchronize an Account with Mews
Synchronize an Account with Mews As Salesforce user, you can synchronize your account with Mews. Synchronizing your account means that the account will be directly added in Mews. First you have to create a new account Click on account arrow Select ...
What is a Record?
What is a Record? As a Salesforce user, you may be able to create and edit your records. Each section within the objects will be called a 'record'. If you want to add a new company, in the “Account” object, you will get a new account record. ...
What is an Object?
Salesforce allows you to navigate easily between different fields making it very easy to use. What is an Object? 'Objects' are each category that you can find on the menu, which is the base of the database For example, “Account” will be an object ...