Monthly Archives: May 2023

How to Add A Partner Contact in FranchiseSoft?

May 09, 2023 By New Contact type added named Partner which will be added for separate leads. Partner can also be mapped with that particular lead’s opportunity as well as Franchisee. FDD sent to Partner will be visible to its associated lead and franchise. 1. From the Lead List,...

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How to Add New Custom Field in FranchiseSoft?

May 08, 2023 By 1. Navigate to the admin menu on the left-hand side. 2. Choose master data from the menu. 3. On the master data screen choose custom fields from the top right corner. 4. This will display a list of all of your current custom fields. 5. Please note the colu...

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