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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 ...
Read morecan 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...
Read moreOn 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...
Read moreis a lead parser? Another way to migrate data into FranchiseSoft is via Lead Parser. A lead parser allows our users to extract lead information from their inbox. FranchiseSoft can integrate with lead portals to automatically populate your lead list in Franchis...
Read moreI have had a great experience with Archit from Franchise Soft. He has been a wonderful trainer and helped me to understand the system. Although I am just getting started with Franchise Soft, the software seems very user friendly and has all the bells and whistles one could wish for in a franchise development CRM system. I would recommend Franchise Soft to anyone.
We are very satisfied with the training provided by FranchiseSoft on their franchise management software. The team was always available to help, and the CRM was easy to use. I’m happy to recommend Franchisesoft.
As a growing brand we needed a system and partnership that would expand and innovate alongside us. FranchiseSoft delivers a tremendous franchise management and development platform for our team and franchisees as we enter our next phase of growth.
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