Getting started
- Open the email from AccuprimeFlow and click Sign in to AccuprimeFlow.
- Sign in with your work email and the temporary password in that email.
- Choose your own password. It needs at least 10 characters.
- You'll land on the screen for your role. Callers start on My day.
Training guides
Step-by-step slides for each role, with screenshots of every screen you'll use. New team members get theirs in the welcome email.
Cold callers
Sign in, My day, your queue, logging calls, booking discovery calls, and your commissions.
Marketing
Importing lead lists, how duplicates are handled, assigning and splitting leads, and list performance.
Admins
Verifying discovery calls, paying commissions, adding people, and the dashboard and reports.
Common questions
How do I get an account?
Your admin adds you in AccuprimeFlow. You'll get an email with a sign-in link and a temporary password, and you choose your own password the first time you sign in.
I forgot my password.
On the sign-in screen, enter your work email and choose "Email me a password reset link". If the email doesn't arrive within a few minutes, ask your admin to reset your password from Users.
The sign-in page says I'm waiting for approval.
Your account exists but hasn't been given a role yet. Ask your admin to approve you in Users.
Which time zone does AccuprimeFlow use?
Eastern time, for every date, report and email. When you book a discovery call you can enter the time in the prospect's own time zone, and AccuprimeFlow shows both.
Why did a lead close on its own?
After six unanswered attempts (voicemail, no answer, gatekeeper or wrong number) a lead closes as unreachable. Admins set that number in Settings.
When is a commission paid?
A commission is created when the discovery call is booked, becomes payable once an admin verifies that the prospect attended, and is paid by an admin. If the prospect doesn't show, there is no commission. You can follow yours under My commissions.
Does AccuprimeFlow email prospects?
No. AccuprimeFlow only emails the Accuprime team. Confirmations to prospects are sent separately by the team.
Something looks wrong. Who do I tell?
Tell your admin first, with a screenshot and the build number from the account menu. For account problems your admin can't fix, email rbgumban@accuprimefinancials.com.