How to Import Leads in FranchiseSoft?

This will allow you to import basic contacts, brokers, vendors, employees, area rep users, or…

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How to View Item 23 Receipt Page in FranchiseSoft

Once the FDD is delivered to a candidate, our system requires your candidate to acknowledge…

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How to Create an SMS Drip Campaign in FranchiseSoft?

1. From the Marketing tab on the main navigation, click Campaigns. 2. Select Drip Campaigns…

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How to Create an SMS Campaign in FranchiseSoft?

Email marketing makes the process of communicating with prospective franchisees and customers easy and simple.…

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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.…

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How to Reset Your Password in FranchiseSoft?

You may wish to change your password for accessing FranchiseSoft from the password set for…

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How to Create Franchisor Marketing Templates in Franchise...

What are email templates? These are pre-made email templates that can be used for non-automated…

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How to Create an Email Campaign in FranchiseSoft?

Email marketing makes the process of communicating with prospective franchisees and customers easy and simple.…

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How to Create A New Contact Type in FranchiseSoft?

1. Click the Admin tab on the navigation. 2. Select Master Data. 3. Click Contact…

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