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Click Admin from the main navigation and select Manage External Links. 2. To add a link, click the Add New button. 3. Add resource details: - Resource Title - Who is this resource for? You can share with Franchisor Only, Franchisees Only or Both. - Add the Res...
Read moreDigital Library works very similarly to Google Drive. You can add folders and add documents within those folders to share with your users. each folder as well as each individual document can have separate permissions set. 1. You will find the digital library ac...
Read moreContact type added named Partner which will be added for separate leads. Partner can also be mapped with that particular lead’s opportunity as well as Franchisee. FDD sent to Partner will be visible to its associated lead and franchise. 1. From the Lead List,...
Read moreNavigate to the admin menu on the left-hand side. 2. Choose master data from the menu. 3. On the master data screen choose custom fields from the top right corner. 4. This will display a list of all of your current custom fields. 5. Please note the colu...
Read moreI have had a great experience with Archit from Franchise Soft. He has been a wonderful trainer and helped me to understand the system. Although I am just getting started with Franchise Soft, the software seems very user friendly and has all the bells and whistles one could wish for in a franchise development CRM system. I would recommend Franchise Soft to anyone.
We are very satisfied with the training provided by FranchiseSoft on their franchise management software. The team was always available to help, and the CRM was easy to use. I’m happy to recommend Franchisesoft.
As a growing brand we needed a system and partnership that would expand and innovate alongside us. FranchiseSoft delivers a tremendous franchise management and development platform for our team and franchisees as we enter our next phase of growth.
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