List new jobs by milestone in AccuLynx and trigger review request in Salescaptain
Easily manage your jobs and review process across platforms with this streamlined workflow. When you set a milestone for a job in AccuLynx, this automation triggers a review request from SalesCaptain immediately. It simplifies your progress tracking by handling the communication part for you, saving you valuable time to focus on other pivotal tasks. This built-in collaboration between AccuLynx and SalesCaptain keeps your job reviews timely and efficient.
Easily manage your jobs and review process across platforms with this streamlined workflow. When you set a milestone for a job in AccuLynx, this automation triggers a review request from SalesCaptain immediately. It simplifies your progress tracking by handling the communication part for you, saving you valuable time to focus on other pivotal tasks. This built-in collaboration between AccuLynx and SalesCaptain keeps your job reviews timely and efficient.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Send Review Request From SalesCaptain
Send Review Request From SalesCaptain
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Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extension 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
NameRequired
NameRequired