How To Videos
How to Perform Group Actions from the Lead List in FranchiseSoft?
A list of the group action items includes the following:
• Assign Contact Group
• Call Log
• Activate
• Deactivate
• Change Lead Status
• Change Workflow Step
• Lead Owner
• Note
• Send Email
• Send SMS
• Subscribe for Email
• Unsubscribe for Email
• Subscribe for SMS
• Unsubscribe for SMS
• Assign Training
To access this feature from your Lead List:
1. Check the box to the left of the lead’s name on the Lead List.
2. A Select Group Action drop down menu will appear just above your Lead List on the left-hand side.
3. Choose the action you wish to apply to all of the selected contacts.
4. A pop-up will appear with details for the specific action you are applying.
5. Click submit after entering all pertinent details.
For More Details: https://app.franchisesoft.com/knowledge_base/article_detail/84
If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.
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FranchiseSoft has been our go to solution for document management, tracked correspondence to our network, and tools to power our Franchise Development with segmentation, automation, and communication processes to take the heavy lifting off our plate. They have been a
fantastic partner in the Franchise space!
Leigh Feldman CEO - Youth Franchise Brands
Why I love FranchiseSoft’s Sales CRM?
FranchiseSoft is an easy to use, afforfable and powerful CRM. It makes the FD Process a great experience for our candidates and for our team.
Paul Pickett Chief Development Officer Wild Birds Unlimited
How FranchiseSoft delivered 100 Franchise Agreements in 2 years for Brusters Ice Cream?
It helps us communicate a consistent message and establish realistic expectations with our franchise candidates. I couldn’t do my job without this outstanding platform and their responsive customer service!
Kim Ellis Vice President of Franchise Development & Legal at Bruster’s Real Ice Cream
How Moran Family of Brands shifted into High Gear switching to FranchiseSoft!
Using FranchiseSoft Franchise Sales CRM for 3 years. Its very user friendly and very robust, the team is easy to work with and very supportive. Making the transition was a good decision for our franchise system!
Pete Baldine President, Moran Family of Brands
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