How To Videos
How To Access The Lead List in Grid View in FranchiseSoft?
https://www.youtube.com/watch?v=R1lLNJuFKf8
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 to the right to see all of your leads sorted into columns for each lead status.
3. Your leads will display with basic contact details just as they did on the lead list view.
4. To access the actions on the gear icon – click the 3 dots beside the lead’s name.
5. To access the 360 view of the lead you can either click on the lead’s name or select 360 view from the actions list.
6. Each lead on the list has a colored dot on their profile photo. The color of this dot indicates their lead source.
7. To view the legend for the colors, hover over the icon that looks like 3 people just below the grid view button. This will display the colors and their associated lead sources.
For Full Details: https://app.franchisesoft.com/knowledge_base/article_detail/158
If you would like a DEMO of the software, kindly visit https://franchisesoft.com/ and request a Demo.
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Why I love FranchiseSoft’s Sales CRM?
FranchiseSoft is an easy to use, afforfable and powerful CRM. It makes the FD Process a great experience for our candidates and for our team.
Paul Pickett Chief Development Officer Wild Birds Unlimited
How FranchiseSoft delivered 100 Franchise Agreements in 2 years for Brusters Ice Cream?
It helps us communicate a consistent message and establish realistic expectations with our franchise candidates. I couldn’t do my job without this outstanding platform and their responsive customer service!
Kim Ellis Vice President of Franchise Development & Legal at Bruster’s Real Ice Cream
How Moran Family of Brands shifted into High Gear switching to FranchiseSoft!
Using FranchiseSoft Franchise Sales CRM for 3 years. Its very user friendly and very robust, the team is easy to work with and very supportive. Making the transition was a good decision for our franchise system!
Pete Baldine President, Moran Family of Brands
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