In this section, we will cover the basics of the Acculynx desktop version. Your position may require certain task and those will be addressed as you go through that training but before we dig into the specifics we want to make sure you understand the basics.
Creating A lead
One major part of Acculynx is tracking customers. The first step to that process is creating a lead in Acculynx so in this video, you can see exactly step by step how to create a new lead in the system. If you have any questions please get with your training manager.
Creating A Task
To keep yourself on task and to help people that you manage to be more effective the task feature is a great tool to use on a regular basis. Check out the video below to see exactly how to create a task in Acculynx!
Creating A Invoice
Invoices will be sent to homeowners at the end of the process. This is a very specific task for the billing department but we do want you to fully understand the capabilities of the program.
Sending Emails in Acculynx
Emails are the best way to communicate with homeowners. This allows you to not only communicate with ease through Acculynx but also you will be able to track these emails. They will all be stored in one central area. If you need help do not hesitate to ask.