Have you ever wondered where the data entered in the Sales Module fields goes after a loead progresses through the sales process and transitions to Info Manager? You're not alone.
We've compiled a list of commonly used and requested data fields in the Sales Module along with their corresponding fields in Info Manager below. If you have additional questions or don't see a specific field listed, please contact us at helpdesk@franconnect.com for further assistance.
Sales > Primary Info Tab
| Field Name |
Info Manager Tab, Section, Field Name |
| First Name |
Tab: Center Info Section: Center Contact Details Field: First Name Tab: Owners Section: Owner Details Field: Owner First Name |
| Last Name |
Tab: Center Info Section: Center Contact Details Field: Last Name Tab: Owners Section: Owner Details Field: Owner Last Name |
| Work Phone |
Tab: Center Info Section: Center Contact Details Field: Phone |
| Fax |
Tab: Center Info Section: Center Contact Details Field: Fax |
| Mobile |
Tab: Center Info Section: Center Contact Details Field: Mobile |
|
Tab: Center Info Section: Center Contact Details Field: Email |
|
| Work Phone Extension |
Tab: Center Info Section: Center Contact Details Field: Phone Extension |
Sales > Compliance Tab
| Field Name |
Info Manager Tab, Section, Field Name |
| Browser Type |
Tab: Center Info Section: Disclosure Requirements Field: Browser Type |
| Date FDD Received by Franchisee |
Tab: Center Info Section: Disclosure Requirements Field: Date FDD Received by Franchisee |
| Date Holding Period Requirements Expire for FDD |
Tab: Center Info Section: Disclosure Requirements Field: Date Holding Period Requirements Expire by FDD |
| Date of FDD |
Tab: Center Info Section: Disclosure Requirements Field: Date of FDD |
| Date of First Franchisee Payment |
Tab: Center Info Section: Disclosure Requirements Field: Date of First Franchisee Payment |
| Date of Second Franchisee Payment |
Tab: Center Info Section: Disclosure Requirements Field: Date of Second Franchisee Payment |
| Franchise Committee Approval |
Tab: Center Info Section: Disclosure Requirements Field: Franchise Committee Approval |
| IP Address |
Tab: Center Info Section: Disclosure Requirements Field: IP Address |
| State / Province Addendum Required |
Tab: Center Info Section: Disclosure Requirements Field: State / Province Addendum Required |
| State / Province Registration Required |
Tab: Center Info Section: Disclosure Requirements Field: State / Province Registration Required |
| Version of FDD |
Tab: Center Info Section: Disclosure Requirements Field: Disclosure Requirements>Version of FDD |
Sales > Co-Applicants Tab
| Field Name |
Info Manager Tab, Section, Field Name |
| City |
Tab: Addresses Section: Field: City |
| Country |
Tab: Addresses Section: Field: Country |
|
Tab: Addresses Section: Field: Email |
|
| First Name |
Tab: Addresses Section: Field: First Name |
| Last Name |
Tab: Addresses Section: Field: Last Name |
| Phone |
Tab: Addresses Section: Field: Phone |
| Primary Address |
Tab: Addresses Section: Field: Primary Address |
| State / Province |
Tab: Addresses Section: Field: State / Province |
| Zip / Postal Code |
Tab: Addresses Section: Field: Zip / Postal Code |
Sales > Real Estate Tab
| Field Name |
Info Manager Tab, Section, Field Name |
| Address |
Tab: Real Estate Section: Lease Renewal Details Field: General Contractor Address |
| Approval Date |
Tab: Real Estate Section: Real Estate Details Field: Approval Date |
| Building Breadth (Y- Ft.) |
Tab: Real Estate Section: Real Estate Details Field: Building Breadth (Y- Ft.) |
| Building Height (Z- Ft.) |
Tab: Real Estate Section: Real Estate Details Field: Building Breadth (Z- Ft.) |
| Building Length (X- Ft.) |
Tab: Real Estate Section: Real Estate Details Field: Building Breadth (X- Ft.) |
| Building Size (Sq.Ft.) |
Tab: Real Estate Section: Real Estate Details Field: Building Size (Sq.Ft.) |
| Certificate of Occupancy |
Tab: Real Estate Section: Lease Renewal Details Field: Certificate of Occupancy |
| Country |
Tab: Addresses Section: Field: Country |
| Deal Type |
Tab: Real Estate Section: Real Estate Details Field: Deal Type |
| Expected Opening Date |
Tab: Real Estate Section: Lease Renewal Details Field: Grand Opening Date |
| General Contractor Selected |
Tab: Real Estate Section: Lease Renewal Details Field: General Contractor Selected |
| Initial Term [Years] |
Tab: Real Estate Section: Lease Renewal Details Field: Term-First(Years) |
| Lease Commencement Date |
Tab: Real Estate Section: Real Estate Details Field: Lease Commencement Date |
| Lease Expiration Date |
Tab: Real Estate Section: Real Estate Details Field: Lease Expiration Date |
| LOI Sent |
Tab: Real Estate Section: Real Estate Details Field: LOI Sent |
| LOI Signed |
Tab: Real Estate Section: Real Estate Details Field: LOI Signed |
| Name |
Tab: Real Estate Section: Lease Renewal Details Field: General Contractor Name |
| Option Term [Years] |
Tab: Real Estate Section: Lease Renewal Details Field: Option Term(Years) |
| Parking Spaces |
Tab: Real Estate Section: Real Estate Details Field: Parking Spaces |
| Permit Applied For |
Tab: Real Estate Section: Lease Renewal Details Field: Permit Applied For |
| Permit Issued date |
Tab: Real Estate Section: Lease Renewal Details Field: Permit Issued Date |
| Projected Opening Date |
Tab: Real Estate Section: Lease Renewal Details Field: Projected Opening Date |
| Purchase Option |
Tab: Real Estate Section: Lease Renewal Details Field: Purchase Option |
| Site City |
Tab: Real Estate Section: Real Estate Details Field: Site City |
| Site Street 1 |
Tab: Real Estate Section: Real Estate Details Field: Site Street1 |
| Site Street 2 |
Tab: Real Estate Section: Real Estate Details Field: Site Street2 |
| State / Province |
Tab: Addresses Section: Field: State / Province Tab: Real Estate Section: Real Estate Details Field: State / Province |
| Turnover Date |
Tab: Real Estate Section: Lease Renewal Details Field: Turnover Date |