How to Add Widgets to the Coporate Dashboard in Franchise...
1. Click on the green “Add Widget” button in the upper right-hand corner. 2. This…
Read MoreHow to Add or Edit External Links in FranchiseSoft?
1. Click Admin from the main navigation and select Manage External Links. 2. To add…
Read MoreHow to Add A Partner Contact in FranchiseSoft?
New Contact type added named Partner which will be added for separate leads. Partner can…
Read MoreHow to Add New Custom Field in FranchiseSoft?
1. Navigate to the admin menu on the left-hand side. 2. Choose master data from…
Read MoreHow to Create a Lead Parser in FranchiseSoft?
Create a Lead Parser – Part 1 Create a Lead Parser – Part 2 Another…
Read MoreHow 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…
Read MoreHow to Perform Group Actions from the Lead List in Franch...
A list of the group action items includes the following: • Assign Contact Group •…
Read MoreHow to Use Filters on the Lead List in FranchiseSoft
Filters allow you to refine the list of leads you see based on a variety…
Read MoreHow To Adjust Lead List with Columns in FranchiseSoft?
There are a few ways to manipulate the columns displayed on your Lead List. Display…
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