Introduction to Info Manager

Welcome to our guide on the Info Manager in FranConnect. This tool helps you organize and manage important business information easily. In this article, we will walk you through the basic functionality of Info Manager.

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In this article, we will cover the contents of this menu, which can be found by scrolling over the left-hand sidebar in your FranConnect environment.

Topics

Dashboard | Unit Summary | People | In Development | Franchisees | Terminated | Corporate Locations

Regional | Workflows | Entity | Multi-Unit | FDD | Groups | Tasks | Calendar | Search | Mail Merge

Campaign Center | Data Update Requests | Import | Export | Reports

Dashboard

The Dashboard page gives you a high level glimpse of your franchise operations across your entire network.

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This dashboard gives you six different reports:

Franchise System Summary Report

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This report gives you a brief overview of the franchised and corporate locations opened and closed during the previous 30 days, six months, and 12 months. It also provides you with the total number of active locations in your network by type.

Franchisees in Last 5 Yrs. and Total Franchisees

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This chart shows the franchisees added by year as well as the total franchisees in the system.

Task View

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The task view shows you tasks that are in progress in the current week.

Recent 5 Visits

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The "Recent 5 Visits" box will show you the five most recent visits to franchised locations and the compliance score they received.

Renewals Due

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This box will show you the five units in your network with the most overdue renewals or the renewals that are coming soonest.

Email History

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Here you will see the most recent email correspondence that has occurred in your franchise network.

Unit Summary

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Unit Summary is the main section to view all of the units in your franchise network. To learn how to leverage Unit Summary for your needs, please check out our How to Use the Unit Summary Section in Opener and Info Manager guide.

People

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This page will show you all of the individual people associated with your franchises. You can also view and edit various details about the people in your franchise network in this section.

In Development

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From this page, you can manage all of your locations that are currently in the "In Development" lifecycle stage. You can manage tasks, profiles, and many other items related to the unit opening process.

Franchisees

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From this page, you can manage all of your open franchises. From here you can monitor operations, view franchise details, send legal forms, and much more.

Terminated

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From this page, you can manage and view all of your terminated franchise locations.

Corporate Locations

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From this page, you can manage and view all of your corporate locations.

Regional

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From this page, you can view or manage your regions and territories. You can also create new regions and territories as the need arises.

Workflows

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From this page, you are able to create and modify workflows for open units. You can also rank the priority of each workflow.

Entity

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From this page, you can view or edit all of the entities in your franchise network as well as view ownership hierarchies for each entity.

Multi-Unit

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From this page, you can view all of the units an entity owns in one row.

FDD

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From this page, you are able to send FDDs to your franchisees. You can also view the status and important dates for each FDD.

Groups

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From this page, you can configure groups of franchisees to associate with your campaigns.

Tasks

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From this page, you can view and modify all of the tasks that have been assigned to each of your franchises.

Calendar

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From this page, you can access your calendar. This calendar can also be synced with your Outlook and Google calendars.

Search

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From this page, you can search for any franchisee(s) in your system using the defined parameters in the search.

Mail Merge

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From this page, you can configure and create mail merges for your email campaigns.

Campaign Center

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You can use the Campaign Center to create campaigns as well as to assign them to various units in your franchise network.

Data Update Requests

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If the franchisor has configured a web form to require approval for changes, the update requests will be sent to this page for their approval.

Import

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From the Import tab, you can import all of the people in your franchise network into FranConnect in either CSV or TSV file formats.

Export

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From this page, you can export data from Info Manager to an Excel spreadsheet.

Reports

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This page functions as a single source of all of the relevant reports for your franchise network including custom reports you create.

Conclusion

Having read this article, you should have a basic idea of what can be done in Info Manager and where to find the tasks you wish to perform.

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