Tasks are important step for lead owners’ communication and for the next steps of action with leads during a franchise engagement. The FranConnect system makes it convenient with its flexibility to add and change task details and manage these items in the calendar.
In this guide, we will cover how to create a task, set up task reminders and add tasks to calendar.
From Sales, select a lead and click Log a Task.
Enter the desired details and check mark Add to Calendar.
Click Set Reminder to receive a reminder alert notification and click Create.