How to Add a New Franchise Sales Lead in FranchiseSoft?
1. Choose Sales from the left-hand menu. 2. Select Lead List. 3. Click on add…
How to Perform Group Actions from the Lead List in Franch...
A list of the group action items includes the following: • Assign Contact Group •…
How to Use Filters on the Lead List in FranchiseSoft
Filters allow you to refine the list of leads you see based on a variety…
How To Adjust Lead List with Columns in FranchiseSoft?
There are a few ways to manipulate the columns displayed on your Lead List. Display…
How to Import Leads in FranchiseSoft Franchise Lead Manag...
How to Import Leads – Part 1 How to Import Leads – Part 2 1.…
How To Save Your Default Settings on the Lead List in Fra...
Once you have arranged your Lead List in a view you like, you can save…
How To Create or Edit a Lead Status in FranchiseSoft?
1. Click Admin on the main navigation and select Master Data. 2. Click on Lead…
How To Create A Lead Source in FranchiseSoft?
1. Click Admin on the main navigation and select Master Data. 2. Click on Lead…
How To Edit On Lead List Using Inline Editing in Franchis...
1. When you have the lead list open you can edit most of the fields…