Guide
Quickstart Guide

Quickstart Guide

Get up and running with Flinkk One in minutes. This guide will walk you through the essential steps to start managing your sales pipeline effectively.

Prerequisites

Before you begin, ensure you have:

  • An active Flinkk One account
  • Access credentials provided by your administrator
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

Signing In

  1. Navigate to one.flinkk.io (opens in a new tab)
  2. Enter your email address and password
  3. Click Sign In to access your dashboard

Understanding the Interface

Flinkk One is organized into three main applications:

CRM

Manage your sales pipeline, leads, opportunities, and customer relationships.

  • Leads - Capture and nurture potential customers
  • Opportunities - Track deals through your sales pipeline
  • Quotations - Create and send professional quotes
  • Contacts & Companies - Maintain your customer database

Support

Handle customer inquiries and support tickets efficiently.

  • Unified Inbox - Manage all conversations in one place
  • Tickets - Track and resolve customer issues
  • Help Portal - Create self-service knowledge base

Admin Center

Configure system settings and manage your team.

  • Members & Roles - Control user access and permissions
  • Field Customization - Tailor modules to your needs
  • Templates - Create email and quote templates

Getting Help with Flinkk Assistant

Flinkk Assistant is your AI-powered companion throughout your journey. Access it by looking for the chat icon in the bottom right corner of your screen.

What Flinkk Assistant can help you with:

  • Answering questions about features and functionality
  • Providing guidance on best practices
  • Helping you navigate the system
  • Quick tips and shortcuts to work more efficiently

Simply type your question, and Flinkk Assistant will provide personalized assistance based on your workflow and context.

Your First Steps

1. Create Your First Lead

Navigate to CRM > Leads > All Leads and click + New Lead. Fill in the essential information:

  • First Name and Last Name
  • Email Address
  • Phone Number
  • Lead Source

2. Convert Lead to Opportunity

Once a lead shows interest, click Convert to Opportunity to move them into your sales pipeline.

3. Create a Quotation

From an opportunity, click Create Quote to generate a professional quotation with:

  • Traveller information
  • Package details
  • Pricing breakdown

Next Steps

WelcomeCore Concepts