Priorities are the first thing you see when you log in to Kinnek. They are a shortlist of all new customer activity from your Pipeline: new leads, new messages, new inquiries, new orders, new payments, and customer insights. By highlighting customers that are waiting for a response, they help you organize your workflow and manage relationships with less effort.
Leads within your Priorities also appear in their designated Pipeline stage. Completing an Action Item clears a lead from your Priorities by the next time you visit your Priorities page. You can continue viewing that lead in your Pipeline.
Need more guidance?
Check out this in-depth video tutorial on how to use Kinnek: