How to Perform Group Actions from the Lead List in FranchiseSoft?

Nov 16, 2022 By

list of the group action items includes the following: • Assign Contact Group • Call Log • Activate • Deactivate • Change Lead Status • Change Workflow Step • Lead Owner • Note • Send Email • Send SMS • Subscribe for...

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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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