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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 ...
Read moreWhen you have the lead list open you can edit most of the fields or columns that display using inline editing. 2. Simply hover over any column accept email address and the edit icon will appear. 3. Click on the icon and the field will become edit...
Read moreaddition 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...
Read moreFrom your Lead List ＞ Click the gear icon ＞ select FDD. 2. Click Add New on the right-hand corner. 3. Select the FDD you would like to send and choose your SMTP. 4. You can also add in a cc or bcc to your send. 5. Click the green Submit butto...
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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