How to Add Your Calendly Link in FranchiseSoft?
You can dynamically populate your emails in the sales process with the individual calendar link…
How to Add A Task to the Master Task List in FranchiseSoft?
1. On the left-hand menu we’re going to go under Operations. 2. Next choose Franchisee…
How to Create A Lead Parser in FranchiseSoft?
What is a lead parser? Another way to migrate data into FranchiseSoft is via Lead…
How to Import Leads in FranchiseSoft?
This will allow you to import basic contacts, brokers, vendors, employees, area rep users, or…
How to View Item 23 Receipt Page in FranchiseSoft
Once the FDD is delivered to a candidate, our system requires your candidate to acknowledge…
How to Create an SMS Drip Campaign in FranchiseSoft?
1. From the Marketing tab on the main navigation, click Campaigns. 2. Select Drip Campaigns…
How to Create an SMS Campaign in FranchiseSoft?
Email marketing makes the process of communicating with prospective franchisees and customers easy and simple.…
How to Set or Edit Folder Permissions in the Digital Libr...
1. From within the digital library click on the gear icon on any folder. 2.…
How to Reset Your Password in FranchiseSoft?
You may wish to change your password for accessing FranchiseSoft from the password set for…