Introducing Operations 2.0
FranConnect is excited to introduce a major user experience update for the Operations Module. This update will provide significant improvements to the overall user experience and introduce new functionality. You will be able to use the new Operations 2.0 module alongside the existing Operations module while you and your users test drive the new functionality offered through Operations 2.0 starting in September of 2025.
Key Updates Include:
- UX Redesign: Comprehensive redesign of the UI including a new navigation menu, filters, column options, and reports.
- Quick-action cards: Action cards to highlight upcoming tasks and visits.
- New visit types: Inspections and Business Reviews.
- Self-Assessments: Ability for a franchisee to conduct a self-assessment of their unit or performance.
- Templates: New templates for visit forms available through the library.
- Playbook tracker: New tracker to manage Playbook progress, notifications, tasks and information feed.
To Get Started:
-
If you are a current Operations customer, the new Operations 2.0 module will be enabled for your site starting in September of 2025.
Enhanced: Direct Navigation to Lead Profiles from Develop Analytics
You can now go directly from any of the sales dashboard into a specific lead’s profile with a single click. Instead of switching views or running extra searches, simply click the lead from the dashboard to open their full profile instantly.
Benefits
Save time by reducing steps to access lead details
Quickly move from dashboard insights to lead follow-up
Improve efficiency by eliminating the need to re-search leads
Streamline your workflow between dashboards and lead management
To Get Started
Go to Analytics and open any Sales dashboard under Develop Analytics.
Locate the lead you want to review.
Click the lead’s name to navigate directly to their profile.
Additional Notes
This enhancement works across all Sales dashboards in the Develop Analytics catalog where leads are displayed.
Lead profile access will respect user permissions already set up in the system.
Enhanced: Development Executive Watchboard: Track Transfers and Closures
The Development Executive Watchboard now provides visibility into location transfers and closures (terminations). Executives can track not only deals, openings, and projections but also see how many locations have been transferred or closed — all from a single dashboard view.
Benefits
Gain a complete picture of franchise performance, including both growth and attrition
Monitor transfer activity to understand ownership changes across the network
Track closures (terminations) to identify potential risks or areas needing support
Make better strategic decisions with consolidated franchise lifecycle insights
Key Changes
Transfer Tracking: A new widget shows the number of transfer locations, with filters by completion date.
Closure Tracking: A new widget displays terminated locations, with filters by terminated date.
Consolidated View: Transfers and closures are now available alongside deals signed, projected openings, actual openings, and location counts.
To Get Started
Go to Analytics>Develop>Development Executive Watchboard.
Use the Transfer Locations widget to view counts and filter by completion date.
Use the Terminated Locations widget to view closures and filter by terminated date.
Combine insights with deals, openings, and projections for a full business snapshot.
Additional Notes
Filtering can be applied to narrow results by date range or lifecycle stages.
Designed to help executives and leadership teams manage both growth and retention metrics in one place.
New: Opening Task Analysis Dashboard
We’ve introduced a brand-new Opening Task Analysis dashboard to give development and operations teams complete visibility into all pre-opening activities. From construction milestones to training and marketing tasks, this dashboard centralizes progress tracking and highlights overdue or at-risk items, ensuring new unit openings stay on schedule.
Benefits
Access a single dashboard for all opening-related tasks
Quickly identify overdue and at-risk items before they cause delays
Monitor progress by department, checklist, and unit for accountability
Drill down into unit-level timelines to stay aligned with opening goals
Improve collaboration across teams with shared, real-time visibility
Key Features
Task Progress Overview: Pending, in progress, completed, unscheduled, and overdue tasks in one snapshot
Department & Checklist Tracking: Visual charts show where delays are happening (e.g., Construction, Training, Marketing, IT)
Unit-Level Insights: See expected opening dates, project status, and detailed task lists for each location
Timeline View: Track milestones such as Kick-Off, Construction Start, and Grand Opening, with scheduled vs. actual completion dates
To Get Started
Go to Analytics>Develop>Opening Task Analysis dashboard.
Use filters (department, checklist, status, or date) to tailor your view.
Drill into a specific unit for detailed timelines and progress tracking.
Review overdue or at-risk tasks and take corrective action as needed.
Additional Notes
Filters allow users to analyze tasks by unit, checklist, or lifecycle stage.
Existing tasks and projects are not impacted — the dashboard provides a new way to view and manage them more efficiently.
New: Lead Management Revamp: A Modern, Easier Way to Manage Leads
The Lead Management system has been completely redesigned with a modern, responsive interface. This update simplifies navigation, improves usability, and provides more flexibility for customizing views. With these changes, users will find it easier to access the right information, manage leads more efficiently, and enjoy a cleaner, more intuitive experience.
Benefits
Work faster with simplified navigation and modern UI
Customize lead views to match your workflow
Search and filter leads more efficiently
Access key details in fewer clicks
Perform bulk actions quickly across multiple leads
Use Lead Management seamlessly across devices with a responsive design
Key Changes
Tab View by Lead Status: Easily view and manage leads grouped by their current status.
Customizable Columns and Saved Views: Add system or custom fields to the Primary Info tab and save personalized views; Admins can configure columns for organization-wide consistency.
Enhanced Search & Filters: Search leads by system or custom fields for faster results.
Revamped Lead Details: Pin tabs for quick access, use search in the top navigation, and switch easily between leads with next/previous buttons.
New Navigation Menu: Displays lead name, current status, and available actions for better context.
Primary Info Cards: Includes Address with Map View, Co-applicant, Unit Ownership, and Heat Index for engagement tracking.
Effortless Bulk Actions: Select multiple leads and apply actions at once.
User Interface Refresh Across Tabs: Cleaner layouts for tabs like Activity History, Co-Applicants, Compliance, Documents, Qualification Details, Real Estate, and more.
To Get Started
Navigate to Lead Management(New).
Use the new tabbed views and search/filter options to manage leads more effectively.
Explore the redesigned Lead Details page and Primary Info tab for widgets and navigation improvements.
Admins: enable the “Can Access New Lead Management” privilege in Roles, or request assistance from Customer Ops.
Additional Notes
Existing data remains intact - only the interface and navigation have been improved.
The new interface is enabled for all customers, but only the Corporate Administrator role has the privilege turned on by default.
Other roles must be updated with the New Lead Management privilege to access the updated experience.
Enhanced: Sales Lead Import: Capture Additional Franchise Lead Details
The Sales import feature has been enhanced to support a broader set of fields. Franchise sales teams can now upload and manage additional lead and contact details — including preferences, compliance acknowledgments, and demographics — directly through the import template.
Benefits
Bulk import more types of lead and contact information
Track compliance and consent details during upload
Capture demographics and buyer/seller preferences as part of your data load
Reduce manual entry by including these fields in your CSV import
New Fields Supported in Import
Preference & Location
Preferred Country 3
Preferred State 3
Preferred City 3
Consent & Compliance
Privacy Policy Read
Date Privacy Policy Read
Marketing from Corporate
Date Marketing from Corporate
Profiling
Date Profiling
Data Transfer to Third Party
Date Data Transfer to Third Party
Demographics & Profiling
Birth Date
Job
Education
Area Competenza
To Get Started
Download the updated Sales import template.
Add data in the new fields as required.
Upload the file into the Sales module — all new fields are now supported.
Review lead/contact records under Sales > Primary Info to confirm imported details.
Note: To enable this enhancement, email helpdesk@franconnect.com
Enhanced: Copy Existing Lead Details When Creating a New Lead
When creating a new lead from an existing one, you no longer have to copy every piece of information. A new multi-select option tied to the Transaction Type field lets you choose exactly which tabs of information carry forward. This ensures your new lead record contains only what’s relevant — without the clutter.
Benefits
Eliminate unnecessary data duplication
Keep lead records clean and focused on relevant details
Save time by avoiding manual cleanup
Improve accuracy and consistency across lead records
Key Changes
Multi-Select Dropdown: Added under the Transaction Type field to select tabs for copying.
Flexible Tab Selection: Only the chosen tabs will copy over to the new lead.
Default Behavior: If no tabs are selected, no extra data is copied.
To Get Started
Start the Add Lead process.
Select a Transaction Type and the lead you want to create from.
Use the new multi-select dropdown to pick which tabs to copy.
Save — only the selected information will transfer to the new lead.
Additional Notes
Available tabs depend on the lead’s configuration.
Note: To enable this enhancement, email helpdesk@franconnect.com
New: Unified Campaign Center UX: Manage All Campaigns in One Place
The Campaign Center has been completely redesigned and consolidated into a single interface for both Sales and Local Marketing CRM. All campaign tools are now centralized, giving franchise sales and marketing teams one consistent workspace to plan, manage, and collaborate on campaigns.
Benefits
Save time with all campaign tools in one location
Eliminate the need to switch between modules
Work with a consistent, intuitive design that’s easier to learn and use
Reduce errors and confusion with simplified workflows
Improve alignment and collaboration between Sales and Marketing teams
Key Changes
One Streamlined Campaign Center: All campaign activities are now managed in one place
Simplified Workflows: Redundant pages and duplicate steps have been removed
Consistent Design: A unified look and feel makes navigation easier
Shared Workspace: Sales and Marketing teams collaborate in the same space
To Get Started
Open Campaign Center from either the Sales or Local Marketing CRM module.
Create new campaigns or manage existing ones directly in this unified interface.
Review updated training resources for a walkthrough of the new experience.
Additional Notes
All existing campaign data remains intact; only the interface and workflows have changed.
Once enabled, the old Campaign Center will be retired, and users will be redirected to the new version automatically.
The updated design supports the franchise experience for sending local marketing campaigns in a more streamlined way.
Note: To enable this enhancement, email helpdesk@franconnect.com
New: Bulk Location Data Update: Save Time Managing Multiple Units
A new bulk update feature allows authorized users to quickly update specific fields across multiple locations in one action. From the Location/Summary Summary Page, you can now apply common values to selected fields for up to 500 units at once - ensuring data consistency and reducing repetitive manual changes.
Benefits
Save time by applying updates to many units in a single click
Ensure consistent, accurate data across multiple locations
Reduce operational overhead by eliminating repetitive manual entry
Improve efficiency in managing customer and location data
To Get Started
Go to the Unit Listing Page.
Select one or more locations (up to 500 at a time).
Choose the fields to update and enter the new value(s).
Apply changes — the selected fields will update across all chosen locations.
Unsupported Field Types
Some fields cannot be updated in bulk. These include:
Multi-Input (Regular & Tabular)
PII (Personally Identifiable Information) fields
Document Upload fields
SYNC fields
Additional Notes
Maximum of 500 units can be updated per bulk action.
Only authorized users can access this feature.
Note: To enable this enhancement, email helpdesk@franconnect.com
Enhanced: Customize Training Certificate Border Colors
The Training Certificates feature in World Manager now supports custom border colors, giving admins the ability to design certificates that reflect their organization’s brand guidelines. Whether choosing from a visual color picker or entering a HEX code, admins can create certificates that look professional and consistent with their brand identity.
Benefits
Create certificates aligned with your corporate branding
Deliver a polished, professional recognition experience for employees
Ensure consistency across training materials and brand assets
Key Changes
New Border Color Selection: A “Select Certificate Border Color” option has been added to the certificate creation screen, with both a color picker and HEX code entry.
Default Color: If no custom color is selected, certificates will continue to use FranConnect’s standard blue border.
Impact on Existing Certificates: Updating a certificate’s border color will apply retroactively to both old and new certificates.
Text & Underline Colors: To maintain readability, existing certificates now use a default text and underline color (#373737).
To Get Started
Go to Settings > System Configuration > Rewards and Achievements.
Create a new certificate or edit an existing one.
Use the “Select Certificate Border Colour” field to pick a color or enter a HEX code.
Save changes — the selected color will apply to certificates.
Additional Notes
Training admins can now create fully branded training certificates.
Employees downloading certificates will see designs consistent with their organization’s branding
Transition to New Store Summary
A centralized Store Summary provides a unified view of franchisee, corporate, and development locations for easier tracking.
- Unified Location Management – View all location types in one place.
- Lifecycle Stage Tracking – Monitor progress across stages like In Development, Active, and Terminated.
- Improved Reporting Structure – Cleaner data and simplified navigation.
To Get Started:
- Navigate to Information Manager > Store Summary
- Use lifecycle tabs to review and filter location data
- Reminder: Migrate to the new Store Summary by October 2025 for uninterrupted access