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The FS Helpdesk Experience !

Lead(24)

  1. Add a New Franchise Sales Lead
  2. Send FDD
  3. Performing Group Actions From The Lead List
  4. Lead List At-A-Glance
  5. Lead List - Static Search
  6. Lead List - Filters
  7. Lead List - Columns
  8. Lead List - Save Default
  9. Set Up a Lead Parser
  10. View Failed Leads
  11. Edit Workflow Steps
  12. Create or Edit a Lead Status
  13. Import Lead Statuses
  14. Create a Lead Source
  15. Import Leads
  16. Merge Failed Leads
  17. Edit a Lead – Inline Edits
  18. Edit A Lead - Add Note
  19. The Lead List in Grid View
  20. Adding Your Calendly Link
  21. Advancing a Lead's Workflow Step
  22. Creating Regions
  23. Creating Territories
  24. Making Edits to Lead Information Using the 360 View

Directory(4)

  1. Add a New Contact
  2. Add a New Corporate User
  3. Import Contacts
  4. Add New Custom Contact Type - Franchisor

Master Data(7)

  1. Change the Logo
  2. Add a New Lead Source
  3. Add New Custom Field
  4. Import Lead Sources
  5. Import Lead Statuses
  6. Set-Up DocuSign
  7. Upload Your FDD

Digital Library(5)

  1. Add Files or Folders to the Digital Library
  2. Edit File Permissions in Digital Library
  3. Edit Folder Permissions in Digital Library
  4. Set Folder Permissions in the Digital Library
  5. Set File Permissions in the Digital Library

Data Migration(5)

  1. Add
  2. Edit and Manage Custom Forms
  3. Set Up Lead Parser
  4. Lead Parser - Failed Leads
  5. Merge Duplicate Data on Failed Lead List
  6. Facebook Lead Generation Form Integration

Campaigns(11)

  1. Add or Edit Franchisor Email Templates
  2. Create an Email Campaign
  3. Create an SMS Campaign
  4. Add or Edit SMS Drip Campaigns
  5. Add or Edit Email Drip Campaign
  6. Add a New Dynamic Contact Group
  7. Create a New Static Contact Group
  8. Set Up a Twilio Account
  9. View Failed SMS Messages
  10. Add or Edit Franchisee Email Templates
  11. Create a Franchisor Email Template Category

Sales FAQ(4)

  1. How Do Time Zones Work with My Leads?
  2. What is an ALC?
  3. My leads aren't parsing into my Lead List and not being recorded under Failed Leads??
  4. What is a Lead Parser?

Marketing FAQ(8)

  1. What does SendGrid let me do?
  2. My preview content doesn't look like it does in the editor - why?
  3. What is an email/SMS campaign?
  4. My email templates aren't showing up correctly in Outlook - what do I do?
  5. What happens if I exceed my SendGrid usage for the month?
  6. What does FranchiseSoft use for third party SMS delivery service?
  7. What does the FranchiseSoft integration with Twilio do?
  8. What is Twilio?

Admin FAQ(16)

  1. What is DocusSign?
  2. What does the integration with DocuSign do?
  3. Can my DocuSign placeholders be mapped to FranchiseSoft?
  4. Do you sync with Outlook and Google Calendar?
  5. Does the Google Calendar sync automatically update or is it manual?
  6. Why does FranchiseSoft use mail magnet instead of IMAP sync?
  7. How does the Mail Magnet work?
  8. Where do replies to my FS emails go?
  9. What is the Mail Magnet?
  10. What is SMTP?
  11. What do I do when I stop receiving notifications?
  12. What is the Digital Library?
  13. What is the Directory?
  14. What is the Corporate Dashboard?
  15. What is your User Profile?
  16. What are Contact Types?

Operations FAQ(2)

  1. What is FreshDesk?
  2. What is the Job Scheduler?

Finance FAQ(7)

  1. Do you have a PoS integration?
  2. What does PoS/TOAST do?
  3. What is a KPI field and when do I use it?
  4. What is an Area Rep?
  5. What is a reverse invoice?
  6. What is a NACHA file?
  7. What is QuickBooks?

Payments(1)

  1. Manage Payment Methods

Invoices (Franchisor)(7)

  1. Group Fee Types on One Invoice
  2. Create Fee Periods
  3. Create Fee Types
  4. Create Revenue Fields
  5. Enter Franchisee Revenue
  6. Setting Up Fee Types For Your Franchisees
  7. Set Currency

Access(2)

  1. Access External Links
  2. Add or Edit External Links

Manage Profile(6)

  1. Reset Your Password
  2. Manage SMTP Settings
  3. Configure Corporate Dashboard
  4. Manage Notifications
  5. Google Calendar Integration
  6. Edit or Update Your User Profile

FDD(3)

  1. View Item 23 Receipt Page
  2. Partner Contact
  3. Send FDD to Lead Partner

Dashboard Set Up(8)

  1. Dashboard At-A-Glance
  2. Configuring Reports on the Dashboard
  3. Add Widgets
  4. Accessing Saved Reports
  5. Creating Saved Reports
  6. Widget Notifications
  7. Email Notifications for Corporate Dashboard Widgets
  8. Set Your Default Homepage

Master Task List, Checklists(5)

  1. Creating a Master Task List
  2. Importing a Master Task List
  3. Creating an Onboarding Checklist
  4. Import an Onboarding Checklist
  5. Adding a Task to the Master Task List

Training(7)

  1. Create A Training Category
  2. Create A Training Content Group
  3. Create Training Questions
  4. Create A Training Video
  5. Create a Training Course
  6. Assign Training to an Individual Franchisee
  7. Creating Training Content Groups

Job Scheduler(8)

  1. What is the Job Scheduler?
  2. Import Job Scheduler Data
  3. Set-up Job Scheduler Data - Job Status
  4. Add or Edit Employee Skills
  5. Set-up Job Scheduler Data - Job Types
  6. Job Scheduler Data - Quote Type
  7. Set-up Job Scheduler Data - Quote Status
  8. Set-up Job Scheduler Data - Job's Schedule Status

Leads & Customers(7)

  1. Add or Edit Customer Statuses:
  2. Add or Edit Customer Lead Sources
  3. Add or Edit Workflow
  4. Add or Edit Customer Group
  5. Add or Edit Customer Invoice Statuses
  6. Import Customer Data
  7. Edit a Lead - Inline Editing

Directory (Franchisee)(2)

  1. Add or Edit Contact Types:
  2. Add or Edit Custom Fields

QuickBooks Integration(1)

  1. Integrate Quickbooks Account

All Reports(6)

  1. Onboarding Consolidated Report
  2. Checklist Report
  3. ALC Report
  4. Email & SMS Campaign Reports
  5. FDD Report
  6. Lead Owner Report

Events(3)

  1. Delete a Recurring Event
  2. Edit a Recurring Event
  3. Create a Recurring Event

Tasks(1)

  1. Inline Task Editing

Support & Ticketing(2)

  1. Creating Ticket Priorities
  2. Creating Ticket Statuses

The Finance Flow(5)

  1. The Finance Flow - Step 1 - Fee Setting
  2. The Finance Flow - Step 2 – Enter or Update Revenue
  3. The Finance Flow - Step 3 - Verify Revenue Invoice
  4. The Finance Flow
  5. The Finance Flow - Step 4 - Create Invoices