FranchiseSoft Revolutionizes Franchise Oversight With Launch Of Advanced Audit Module

Nov 20, 2024 By

Empowering Franchisors To Ensure Brand Integrity And Operational Excellence Across Locations FranchiseSoft, a leading innovator in franchise management software, has unveiled its groundbreaking Audit Module, designed to transform how franchisors monitor, evaluate, and maintain brand standards a...

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How to Advance A Lead’s Workflow Step in FranchiseSoft?

Jun 21, 2023 By

can easily advance the workflow step of your leads without clicking into the 360 view from either the grid view display or the list view. From the grid view: 1. Click on the three dots to the right of the contact or leads name. 2. Scroll down to workflow ...

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How to Add Your Calendly Link in FranchiseSoft?

Jun 19, 2023 By

can dynamically populate your emails in the sales process with the individual calendar link for each lead owner 1. To set an individual calendar link that will automatically populate anytime you send an e-mail from the system. Using the placeholder text for c...

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How to Add A Task to the Master Task List in FranchiseSoft?

Jun 16, 2023 By

On the left-hand menu we're going to go under Operations. 2. Next choose Franchisee Onboarding. 3. And then select Master task list. 4. On this screen there is a list of all of your current tasks. 5. To add another Task use the green Add New button in the u...

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