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The FS Helpdesk Experience !

Admin

Directory(4)

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

Master Data(7)

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

Digital Library(5)

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

Manage Profile(6)

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

Directory (Franchisee)(2)

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