How to Use Filters on the Lead List in FranchiseSoft

Nov 15, 2022 By

allow you to refine the list of leads you see based on a variety of criteria of your choosing. 1. From the Lead List, select which fields/data points you would like to filter your Lead List on from the drop down box below the word Filters. ...

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How To Adjust Lead List with Columns in FranchiseSoft?

Nov 15, 2022 By

are a few ways to manipulate the columns displayed on your Lead List. Display Additional Columns 1. To edit the columns displayed on your Lead List click on the drop down list labeled "Columns". 2. This will display all available columns. ...

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How to Import Leads in FranchiseSoft Franchise Lead Management Software

Nov 14, 2022 By

How to Import Leads - Part 1 to Import Leads - Part 2 Select Admin from the left-hand menu and then choose Data Migration. 2. Select Lead. 3. On the Lead Import screen, choose a lead owner from the...

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