How are inquiries converted into bookings in Thynk?
By Thynk· Published · Updated
Inquiries convert into bookings once they reach a status configured as ready for conversion, for users with booking permissions, with optional Salesforce validation rules for extra checks.
Full answer
In Thynk, an inquiry is converted into a booking once it reaches a status that your property has configured as ready for conversion.
- Configurable statuses: administrators decide which inquiry statuses allow conversion, so the sales process stays consistent.
- Permissions: conversion is available to users whose profile and permission sets allow them to create bookings.
- Business rules: because Thynk is built on Salesforce, validation rules and Flows can add your own checks before conversion.
When the inquiry is converted, its details carry over to the new booking, so no information is retyped and the full history stays linked.