Yearly Archives: 2022

How To Create A Lead Source in FranchiseSoft?

Nov 10, 2022 By 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 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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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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