Customer Relationship Management (CRM) on Kinnek

Learn about how Kinnek helps organize leads through your Pipeline, Priorities, and Action Items.

Kel Huang avatar Jamie DeGiaimo avatar Marina Makarevich avatar
25 articles in this collection
Written by Kel Huang, Jamie DeGiaimo, and Marina Makarevich
How to use Kinnek's CRM dashboard

How do leads move through my Pipeline?

How leads move through your Pipeline stages: New Leads, Assigned Leads, Quoted Leads, Negotiations, Orders, Leads Won, Leads Lost, Archive.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

How do I manually change the Pipeline stage of a lead?

Kinnek automatically updates the Pipeline stage of your leads to help save time, but you can also manually change the stage of any lead.
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Written by Kel Huang
Updated over a week ago

How do I remove a lead from my Pipeline?

Send a lead from an active stage of your Pipeline to your Archive.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

What are "Priorities"?

Here's how Priorities work and what you can do with them.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

What are "Action Items"?

A description of how Action Items work and how you can use them to respond to customers efficiently.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

How do I find a specific lead, quote, or order I am looking for on Kinnek?

Tips for searching on Kinnek, applying filters to your search to narrow down the results, and sorting your leads.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

How do wire transfer payments on Kinnek work?

What to expect when customers pay by wire transfer, one of three payment options available on Kinnek.
Jamie DeGiaimo avatar
Written by Jamie DeGiaimo
Updated over a week ago

How Do I Report My Wins?

Marina Makarevich avatar
Written by Marina Makarevich
Updated over a week ago

Kinnek's Win Dispute Policy

Jamie DeGiaimo avatar
Written by Jamie DeGiaimo
Updated over a week ago

How do I use the Win Dashboard and Billing Portal?

Jamie DeGiaimo avatar
Written by Jamie DeGiaimo
Updated over a week ago
Transacting with Kinnek Pay

What is Kinnek Pay?

Information about Kinnek's internal payment processor, user by customers to pay their suppliers on Kinnek.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

Why do I need to provide my social security number to start receiving payments through Kinnek Pay?

Kinnek is required to collect your SSN to preserve national security, but has extreme safeguards in place to protect that information.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

How does the ACH payment process work?

Understand how an ACH payment is processed, from the time when a customer enters payment information to when payment clears.
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Written by Kel Huang
Updated over a week ago

Who pays the credit card fees? Can I pass the fees on to the customer?

How Kinnek Pay handles processing fee attribution between suppliers and their customers.
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Written by Kel Huang
Updated over a week ago

How and when do I get paid? When does a payment transfer to my bank account?

A timeline of how payment works on Kinnek and when you can expect payment to deposit into your bank account.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

My customer is ready to pay. What should I do?

There a few different ways for customers to get payment to you. These are the steps you should take.
Kel Huang avatar
Written by Kel Huang
Updated over a week ago

How do I account for Kinnek fees in Quickbooks?

How to account for Kinnek commission and processing fees in Quickbooks to keep your payment records straight internally.
Jamie DeGiaimo avatar
Written by Jamie DeGiaimo
Updated over a week ago