New: Lead Management UX – A Modern, Easier Way to Manage Leads
The Lead Management user experience has been completely redesigned with a modern, responsive interface. This update simplifies navigation, improves usability, and provides more flexibility for customizing views. Users can now access information faster, 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 using system or custom fields
Access key details in fewer clicks with enhanced layouts
Perform bulk actions across multiple leads with fewer steps
Key Changes
Tab View by Lead Status – Quickly view and manage leads grouped by their current status
Customizable Columns and Saved Views – Add system or custom fields to the Primary Info tab, save personal views, and allow Admins to configure columns organization-wide
Enhanced Search & Filters – Search by system or custom fields for faster results
Revamped Lead Details – Pin tabs, search from the top navigation, and switch between leads using 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 directly from the Lead Summary page
UI Refresh Across Tabs – Cleaner layouts in tabs like Activity History, Co-Applicants, Compliance, Documents, Qualification Details, Real Estate, and more
To Get Started
Navigate to Sales > Lead Management (New)
Use the new tabbed views, search, and filters 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
All 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
Note: Requires Sales
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 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 applications
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
Navigate to Campaign Center from either the Sales or Local Marketing CRM
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 automatically to the new version
To enable this enhancement, please contact helpdesk@franconnect.com
Note: Requires Sales or Local Marketing CRM
New: Bulk Location Data Update – Save Time Managing Multiple Units
The new bulk update feature allows authorized users to quickly update specific fields across multiple locations in one action. From the Location Summary page, you can 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 updating many units in a single action
Ensure consistent, accurate data across multiple locations
Reduce manual effort by eliminating repetitive updates
Improve efficiency in managing customer and location data
To Get Started
Go to the Information Manager>Locations>Custom Views
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
Bulk updates are not available for the following field types:
Multi-Input (Regular & Tabular)
PII (Personally Identifiable Information) fields
Document Upload fields
SYNC fields
Additional Notes
A maximum of 500 units can be updated per bulk action
Only authorized users can access this feature
To enable this update, please contact helpdesk@franconnect.com
Note: Requires Information Manager
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
Note: Requires Information Manager
Enhanced: Improved UI for Visit Summary PDFs
We've improved the downloadable PDF summaries for completed visits, making them more compact, easier to read, and better organized. This update helps you find key information faster and reduces the number of pages. The new format will become the default for Visit Summary PDF downloads starting in October.
Key Changes:
- Improved header: More pertinent information available front and center in the header.
- Data placement: Form, Section, and Question scores visible at the top of each table.
- Improved layout: Better use of space on each page using fewer pages and reducing file size.
- Select your preference: You may select to use the expanded or compact version of the PDF Through the admin panel.
To Get Started:
- Complete any visit and select the “Download visit summary as PDF” option in the three-dot menu for the audit result
Note: Requires FranConnect Operations
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. Operations 1.0 will be sunset in March 2026.
Key Changes:
- 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:
- Select Operations “New” in the FranConnect navigation menu
Note: Requires FranConnect Operations
Ability to copy Categories in new Mobile Auditor UI
You now have the ability to copy, rename, and delete Categories in the new UI theme for Mobile Auditor. This feature was previously only available in the Classic theme.
Key Changes:
- Copy: You now have the option to copy any category designated as duplicatable in the form set up while conducting an audit in Mobile Auditor.
- Rename: You may now rename categories after you have duplicated them while conducting an audit in Mobile Auditor.
- Delete: You may now delete un-needed duplicated categories while conducting an audit in Mobile Auditor.
To Get Started:
- Designate categories and “Duplicatable” in the form setup.
- Select the categories dropdown at the top of the audit form while conducting an audit in Mobile Auditor, then select the three-dot menu next to the category.
- Copy, Rename, and Delete options will be available in the three-dot menu based on the rules for the given category.
Note: Requires FranConnect Rizepoint
Enhanced: Analytics Catalog Redesign
The Analytics Catalog has been redesigned with an intuitive interface that makes it easier to explore and access dashboards and scorecards. The updated design improves navigation, streamlines workflows, and provides a cleaner, more user-friendly experience.
Modern Layout – Simplified, responsive design for easier browsing
Improved Navigation – Quickly find dashboards and scorecards with updated structure and filters
Streamlined Workflows – Fewer clicks to access key analytics
Consistent Experience – Unified look and feel across all dashboards
To Get Started
Navigate to Analytics to explore the redesigned catalog
Note: Requires Analytics
New: Performance Scorecard – Unified View of Unit Performance
The new Performance Scorecard provides a single, interactive view of unit performance across regions, categories, and franchises. With enhanced filters, visual dashboards, and integrated Visit Impact Analysis, users can now track performance trends, connect them to field visits, and make data-driven decisions more easily.
Benefits
Gain a consolidated view of unit performance across locations and categories
Quickly identify sales trends and variances with visual dashboards
Monitor state and regional performance through interactive charts and maps
Link performance results directly to field visits with Visit Impact Analysis
Save time by filtering results by year, quarter, month, category, region, franchise, or consultant
Key Changes
Sales Performance Dashboards – View revenue distribution by region and category
Trend & Variance Graphs – Track performance patterns over time
State Performance Map – Visualize performance across geographic regions
Visit Impact Analysis – See which consultants visited which centers, what type of visits were conducted, and when, directly alongside performance results
Flexible Filters – Slice data by time, category, consultant, franchise, or region for tailored insights
To Get Started
Navigate to Analytics > Operations > Performance Optimization Scorecard
Apply filters (year, quarter, month, region, category, franchise, or consultant) to customize your view
View the Visit Impact Analysis section to connect performance results with field activities
Note: Requires Analytics
Enhanced: Consistent Franchise and Master Franchise Invoices
Franchise and Master Franchise invoices have been updated to display the same information in a consistent format. This change simplifies comparisons, reduces confusion, and makes the review and approval process more efficient.
Benefits
Easily compare Franchise and Master Franchise invoices side by side
Reduce errors caused by inconsistent information
Save time during invoice review and approval
Improve overall clarity and efficiency in financial processes
To Get Started
Navigate to Royalty Manager>Invoices
Open any Franchise or Master Franchise invoice
Review details — both invoice types now display information in a consistent format
Additional Notes
This update does not affect existing invoice data; it only improves how information is displayed
All users with access to invoices will benefit from this consistency update
Note: Requires Royalty Manager
Other Updates
Enhanced: Global Search for Spaces (Categories)
Global Search now includes Spaces (Categories) from the Hub, making it easier to discover and access structured knowledge resources.
Spaces Option in Hub Dropdown – Search directly within Spaces
Expanded Coverage – Search by titles or content inside Spaces
Enriched Results – View title, type, default icon, last modified date, and view count
Seamless Navigation – Click results to open the landing page
Access Control & Logging – Results respect user permissions and are tracked in Admin > Access Control > Search Logs
These updates improve discoverability, speed up information access, and ensure a consistent, secure search experience.
Note: Requires The Hub
Enhanced: Role Management with Training & Development (World Manager)
Managing user access is now simpler, more consistent, and easier to administer across World Manager Integrated (WMI) systems. With this release, role management has been enhanced to reduce complexity, improve accuracy, and keep permissions aligned across FranConnect and World Manager.
Benefits
Delegate responsibilities more flexibly by allowing managers to assign roles without inflating role counts
Reduce errors and confusion with simplified default roles and clearer naming conventions
Save time and maintain consistency with automated role alignment between FranConnect and World Manager
Improve administrator control and visibility over user access
Key Changes
Assign Roles Without Role Ownership – Managers can assign specific roles to users without being counted under those roles themselves, ensuring accurate role counts and cleaner permissions.
Simplified Default Roles – Default Corporate, Division, Regional, and Franchise/Location roles are now streamlined and renamed for clarity, reducing confusion and administrative overhead.
Automated Role Assignment (By Request) – FranConnect roles can automatically align with World Manager Account Groups, creating and assigning roles as needed to keep systems in sync. UAT is required before enablement.
To Get Started
Go to Admin > Users > Location Users to configure role assignment options.
Use the new Role (Can Assign Others) field to control which roles managers can assign.
Review default roles in your system — changes are applied automatically, no extra setup required.
For automated role assignment based on World Manager Account Groups, contact helpdesk@franconnect.com to request enablement.
Additional Notes
Automated role alignment is available by request and not enabled by default.
This enhancement adds new roles but will not automatically remove existing roles.
User Acceptance Testing (UAT) is required before rollout to production environments.
New: APIs for Document Management
Two new REST APIs have been added to simplify document handling in the Sales and Information Manager:
Retrieve API – Fetches document details using a unique identifier.
Upload API – Enables uploading documents along with metadata.
These updates streamline document management and improve accessibility for integrated applications.
To learn more, check out: docs.franconnect.net
Note: Requires Sales or Information Manager
New: APIs for Transfer and Previous Ownership Data
API support has been expanded to include data retrieval from the Transfer and Previous Ownerships tabs of a location. This enhancement provides access to critical historical data for more complete integrations and reporting.
These updates improve visibility into ownership history and streamline data access for connected applications.
To learn more, check out: docs.franconnect.net
Note: Requires Information Manager