How To Save Your Default Settings on the Lead List in FranchiseSoft?

Nov 11, 2022 By

you have arranged your Lead List in a view you like, you can save that to be your default display every time you open the Lead List. 1. Select the filters and columns you want to display. 2. Click "Save as Default Search" located below the filter...

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How To Create or Edit a Lead Status in FranchiseSoft?

Nov 11, 2022 By

Click Admin on the main navigation and select Master Data. 2. Click on Lead Status. This will open the list of current lead statuses. 3. To add a new status, click Add New. 4. Enter Lead Status Name and Sequence. A status type can be applied for a Positive (...

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How To Create A Lead Source in FranchiseSoft?

Nov 10, 2022 By

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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