Yearly Archives: 2022

How to Create a Lead Parser in FranchiseSoft?

Nov 17, 2022 By

Create a Lead Parser  - Part 1 https://www.youtube.com/watch?v=2uYR7vmrZDU Create a Lead Parser  - Part 2 https://www.youtube.com/watch?v=Ckrh640ArnU Another way to migrate data into FranchiseSoft is via Lead Parser. A lead parser allows our users to extract lead information from their inbox...

Read more

How to Add a New Franchise Sales Lead in FranchiseSoft?

Nov 16, 2022 By

https://www.youtube.com/watch?v=rPysTcAtAf4 1. Choose Sales from the left-hand menu. 2. Select Lead List. 3. Click on add new in the upper right-hand corner 4. Fill in all mandatory fields on the Basic Details tab (marked with an asterisk) • First name • Last name • Email • City or...

Read more

How to Perform Group Actions from the Lead List in FranchiseSoft?

Nov 16, 2022 By

https://www.youtube.com/watch?v=bey52D0bVvs A list of the group action items includes the following: • Assign Contact Group • Call Log • Activate • Deactivate • Change Lead Status • Change Workflow Step • Lead Owner • Note • Send Email • Send SMS • Subscribe for...

Read more

How to Use Filters on the Lead List in FranchiseSoft

Nov 15, 2022 By

https://www.youtube.com/watch?v=A_nda9xvmGA Filters allow you to refine the list of leads you see based on a variety of criteria of your choosing. 1. From the Lead List, select which fields/data points you would like to filter your Lead List on from the drop down box below the word Filters. ...

Read more

Our Franchise Clients

Wild Birds Unlimited
vocelli-pizza
PR-martial-fit
PGP
pack-it-mover
lead-innovation-management
frandevco
ECW
bohemian bull
bodybar
ablak-holdings
ziebart logo
SL & A logo
Moran logo
Mobility city logo
SportClips Logo
Discovery Point logo
Bru Ster's logo
9round Logo
Patrice & Associates Logo
Executive Care Logo

Love Your Franchise

Get started with a 20-minute software demo.

Request A Demo
FranchiseSoft Logo
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.