How do I log calls, appointments and future traces in Thynk?
By Thynk· Published · Updated
Log calls and appointments on the related record and create tasks with due dates as future traces, with automatic reminders.
Full answer
Thynk records every client interaction and planned follow-up on the related record.
- Calls: log a call on the account, contact or booking with notes and outcome.
- Appointments: create meetings, which can sync with Outlook and Office 365.
- Future traces: create tasks with due dates to plan follow-ups, with automatic reminders.
All activities appear on the record's timeline and in activity reports, so the whole team has full context and no follow-up is missed.