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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. ...
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 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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