AccuLynx + Salescaptain
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
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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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 Extention 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
Company IdRequired
Try ItFirst NameRequired
Last Name
Phone NumberRequired
Email
Message
Tags
Custom field 1 name
Custom field 1 value
Custom field 2 name
Custom field 2 value
Name
Phone
Email
