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AccuLynx Safematch Onboarding

  • Updated

Recommended KPI 1 and KPI 2 for Clients:

For many clients, typically “Sales” is used for KPI-1 and “Appointments” is used for KPI-2. These are not the required data types but recommended for best results.

Required Columns for Upload:

  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Sale Date (Lead Created Date)
  • Appointment Date (Scheduled Appointment Date)

Additional Fields:

  • Transaction Amount (Gross Sales Total
  • Full Name
  • First Name
  • Last Name
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email
  • Tag_1 (Product Description)

 

AccuLynx Report Configuration:

  1. Go to Job List: Log into AccuLynx and navigate to the main Jobs tab, then select All Jobs to open the master list data grid.
  2. Filter Dates & Status: Use the date picker at the top to filter by Created Date or Appointment Date for the requested timeframe (e.g., Last 30 Days). Ensure all relevant job milestones are visible.
  3. Configure Columns: Click the Columns icon (gear or list icon on the right side of the grid header). Check the boxes for: Lead Created Date, Scheduled Appointment Date, Gross Sales Total, Job Status, Lead Source, and Product Description. Then click Apply.
  4. Export to CSV/Excel: Click the Export button (usually an Excel/cloud icon at the top right of the grid) and select Export to Excel or CSV.