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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 morehttps://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 morehttps://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 morehttps://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 morehttps://www.youtube.com/watch?v=dTikhNH1q4Y There are a few ways to manipulate the columns displayed on your Lead List. Display Additional Columns 1. To edit the columns displayed on your Lead List click on the drop down list labeled "Columns". 2. This will display all available columns. ...
Read moreHow to Import Leads - Part 1 https://www.youtube.com/watch?v=jgbdDDsWaIk How to Import Leads - Part 2 https://www.youtube.com/watch?v=0Qmw07KchMM 1. Select Admin from the left-hand menu and then choose Data Migration. 2. Select Lead. 3. On the Lead Import screen, choose a lead owner from the...
Read morehttps://www.youtube.com/watch?v=sjXfqsozy0Q Once you have arranged your Lead List in a view you like, you can save that to be your default display every time you open the Lead List. 1. Select the filters and columns you want to display. 2. Click "Save as Default Search" located below the filter...
Read morehttps://youtu.be/qRB_rWSYWXE 1. Click Admin on the main navigation and select Master Data. 2. Click on Lead Status. This will open the list of current lead statuses. 3. To add a new status, click Add New. 4. Enter Lead Status Name and Sequence. A status type can be applied for a Positive (...
Read morehttps://www.youtube.com/watch?v=qxHt9Nv86CU 1. Click Admin on the main navigation and select Master Data. 2. Click on Lead Sources. 3. To add a new lead source, click Add New. in the upper right-hand corner. 4. Choose a Lead Source Category from the select box. 5. Enter a name for this ...
Read morehttps://www.youtube.com/watch?v=UvOina9rJeQ 1. When you have the lead list open you can edit most of the fields or columns that display using inline editing. 2. Simply hover over any column accept email address and the edit icon will appear. 3. Click on the icon and the field will become edit...
Read moreI have had a great experience with Archit from Franchise Soft. He has been a wonderful trainer and helped me to understand the system. Although I am just getting started with Franchise Soft, the software seems very user friendly and has all the bells and whistles one could wish for in a franchise development CRM system. I would recommend Franchise Soft to anyone.
We are very satisfied with the training provided by FranchiseSoft on their franchise management software. The team was always available to help, and the CRM was easy to use. I’m happy to recommend Franchisesoft.
As a growing brand we needed a system and partnership that would expand and innovate alongside us. FranchiseSoft delivers a tremendous franchise management and development platform for our team and franchisees as we enter our next phase of growth.
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