Franchisee Onboarding Best Practices: Setting New Franchi...
Starting a new franchise can be an exciting and rewarding experience, but it can also…
How to Create a Lead Parser in FranchiseSoft?
Create a Lead Parser – Part 1 Create a Lead Parser – Part 2 Another…
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…