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Operations > FDD

Send FDD to Lead Partner

Modified on: Wed, 20 Jul , 2022 | 05:49 PM

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When sending the FDD to a franchise sales lead you can also send the FDD to any partners who may be involved with the lead.

1. From your Lead List > Click the gear icon > select FDD. 
2. Click Add New on the right-hand corner. 
3. Select the FDD you would like to send and choose your SMTP.
4. Select any applicable partners from the partner drop down.
   
   
   
   
5. You can also add in a cc or bcc to your send.
6. Click the green Submit button to send the FDD.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.