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Sales > Lead

Add a New Franchise Sales Lead

Modified on: Mon, 16 May , 2022 | 02:41 PM

  1. Choose Sales from the left-hand menu.
  2. Select Lead List.
  3. Click on add new in the upper right-hand corner
  4. Fill in all mandatory fields on the Basic Details tab (marked with an asterisk)
    First name
    Last name
    City or zipcode
    Lead source
    Lead owner
    Lead status

  5. Click Save & Next to go to the Additional Details tab to add more information. 

  6. Click Save & Next to go to the Custom Details tab
    Click Save & Close to save this record and close the lead creation process.

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.