How to Create a Lead

To enter customer information into AccuLynx you will create a Lead. By creating the Lead, you will be able to assign it to a specific person, and even schedule an Initial Appointment to meet with the customer.

1. To create a Lead, click on the “Leads” icon on the blue toolbar
at the top of the screen then select “Create Lead.”

2. Now on the Lead form, enter the customer information. Any field with an orange asterisk * is required to be able to save the Lead.

(Note that the required fields can be changed in the account settings by an Administrator.)

3. For the job category, work type, and trade type you will select from the drop down. You can choose more than one trade if applicable to this job.

(Job Categories, Work Types, and Trade Types can be edited via your Account Settings by an Administrator)

4. To track where your leads are coming from you can choose from the lead source drop-down.

(Lead Sources may be updated within Account Settings by an Administrator)

5. Enter the phone number and/or email address, saving to the job file and allowing you to email and/or text the customer from AccuLynx. You can also add additional contact information by clicking on “Add Another…”.

6. When entering in the location address Acculynx will work with Google to search for addresses that match near you. This helps save time and ensure street names are spelled correctly.

7. You can add a Photo of the front of the location if you have it. There is also a place to enter in a mailing or billing address if it differs from the location address.

8. If you are working on an insurance related job you can enter the insurance information here. If you do not have the Insurance information at this time, it can always be entered after the lead is saved.

If this is not an Insurance job, you can move past this area and leave it blank.

You are now ready to assign the Lead to the appropriate AccuLynx user