Monthly Archives: November 2022

How To Access The Lead List in Grid View in FranchiseSoft?

Nov 04, 2022 By In addition to the standard list view you can view your leads in a grid sorted by Lead Status. To change your view on the lead list: 1. Click the button to the right that looks like 4 squares in a grid. 2. Once the new view displays, you can scroll...

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How to Send A Franchise Disclosure Document (FDD) with FranchiseSoft?

Nov 02, 2022 By 1. From your Lead List > Click the gear icon > select FDD. 2. Click Add New on the right-hand corner. 3. Select the FDD you would like to send and choose your SMTP. 4. You can also add in a cc or bcc to your send. 5. Click the green Submit butto...

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