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…
How To Access The Lead List in Grid View in FranchiseSoft?
In addition to the standard list view you can view your leads in a grid…
How to Send A Franchise Disclosure Document (FDD) with Fr...
1. From your Lead List ＞ Click the gear icon ＞ select FDD. 2. Click…