Customer Relationship Management (CRM) on Kinnek

How does Kinnek determine the price of a lead?

Written by Ross Goldman
Updated over a week ago

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.

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.

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.

Written by Kel Huang
Updated over a week ago

What are "Priorities"?

Here's how Priorities work and what you can do with them.

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.

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.

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.

Written by Ross Goldman
Updated over a week ago

How Do I Report My Wins?

Written by Ross Goldman
Updated over a week ago

Kinnek's Win Dispute Policy

Written by Ross Goldman
Updated over a week ago

How do I use the Win Dashboard and Billing Portal?

Written by Ross Goldman
Updated over a week ago

Tips and Tricks

Is price the only product attribute that customers care about?

Price isn't everything. When evaluating suppliers, customers on Kinnek also care about: customer service, quality, reputation, and location.

Written by Kel Huang
Updated over a week ago

How can I close more sales on Kinnek?

Some tips on what you can do to improve your win rate on Kinnek.

Written by Kel Huang
Updated over a week ago

How do I use Quick Quote?

Quick Quotes helps you reuse past quotes as a starting point for new quotes so you don't have to build quotes from scratch.

Written by Ross Goldman
Updated over a week ago

What are "Customer Insights," and what should I do with them?

Customers Insights are a category of Priorities that help identify the warmest leads. Here's what they mean and what you can do with them.

Written by Kel Huang
Updated over a week ago

What does my quote look like to a customer?

How customers can view and interact with your quotes after you send them.

Written by Ross Goldman
Updated over a week ago

How Reporting Your Wins Improves Your Perfomance

Written by Ross Goldman
Updated over a week ago

Why have I stopped receiving email notifications from Kinnek?

Here are a few simple steps you can make to ensure that emails from Kinnek land in your inbox.

Written by Ross Goldman
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.

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.

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.

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.

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.

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.

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.

Written by Ross Goldman
Updated over a week ago