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The FS Helpdesk Experience !

Admin

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

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?

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

Directory (Franchisee)(2)

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