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Making Edits to Lead Information Using the 360 View

Modified on: Mon, 15 May , 2023 | 04:45 PM

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FranchiseSoft allows you to  make additional edits to your lead information by clicking into the 360 view.

1. To access the 360 view either click on the contact's first name or click on the gear icon and select 360 view.
2. Once the 360 view opens all of the details for this lead will display.
3. To edit the information click on the pencil icon to the right side of the information section (baisc details, additional details, custom details).
4. When you are finished editing any of the fields on the left side click save at the bottom of the section to submit your changes.
5. To advance the lead's workflow step we can access this at the very top of the left hand side of the screen or again, further down the screen below custom details.
6. On the right hand side of the screen you can add additional notes, log activities, notes, calls, e-mails, l
7. You can also add tasks.
8. Further down the screen on the right you can add a partner contacts that might be working on this deal with them or any additional contact (consultant, business manager, etc). This will allow you to send e-mail or copy these contacts on any emails.
9. Once you are done select another lead or section of the menu.

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