Monthly Archives: November 2022

How to Create a Lead Parser in FranchiseSoft?

Nov 17, 2022 By

Create a Lead Parser  - Part 1 Create a Lead Parser  - Part 2 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 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 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 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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