How To Videos
How To Save Your Default Settings on the Lead List in FranchiseSoft?
Once you have arranged your Lead List in a view you like, you can save that to be your default display every time you open the Lead List.
1. Select the filters and columns you want to display.
2. Click “Save as Default Search” located below the filter options.
3. This will now be the displayed view any time you open the Lead List.
4. If you make changes once you are on the Lead List and want to get back to your default view, click the grey Default View button and you will return to your default Lead List view.
For More Details: https://app.franchisesoft.com/knowledge_base/article_detail/89
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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
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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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