Kinnek’s search capabilities help you find the exact lead, quote, or order you're looking for. Here’s how searching works:
When you’re looking for a particular item, click on the search bar at the top of your account.
You can type in free form any words related to the item you’re looking for, such as contact, company, city, location, pipeline stage, product category, reference number, or a specific phrase from a message or quote.
If you want more precise results, take advantage of our search filters. When you click on the search bar, you’ll see a list of filters appear underneath.
Here’s a guide to what each filter stands for:
Select the filters you want to use. You can apply multiple filters on the same search.
Within each filter you’ve chosen, type in the specific keywords you are looking for, or select from the dropdown menu when applicable.
For example, if you know you are looking for a customer from Georgia, choose the “State / Province” filter, and select “GA” from the dropdown menu.
Press the orange icon to view search results:
See search in action!
You can also sort leads in your Pipeline based in ways that make it easier to find certain items:
To manually control the order in which leads appear in any Pipeline stage, click on the arrow icon at the top right of the open Pipeline stage panel. Select from the dropdown menu that appears. You can sort from high to low priority, latest to earliest (by date), and earliest to latest (by date).