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...

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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...

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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...

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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. ...

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How To Adjust Lead List with Columns in FranchiseSoft?

Nov 15, 2022 By

https://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. ...

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How to Import Leads in FranchiseSoft Franchise Lead Management Software

Nov 14, 2022 By

How 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...

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How To Save Your Default Settings on the Lead List in FranchiseSoft?

Nov 11, 2022 By

https://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...

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How To Create or Edit a Lead Status in FranchiseSoft?

Nov 11, 2022 By

https://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 (...

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How To Create A Lead Source in FranchiseSoft?

Nov 10, 2022 By

https://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 ...

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How To Edit On Lead List Using Inline Editing in FranchiseSoft?

Nov 10, 2022 By

https://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...

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