Sales Web Forms Best Practices
A tracking code is a small piece of code that is usually implemented as JavaScript in the HTML source code of a website. You can use FranConnect webforms to collect data from your franchise landing pages. In this guide we will cover how to add a tracking code for a Franchise webform. Go to Admin...
Recovering Archived Leads
To recover archived leads you first must have leads archived, Sales > Lead Management. Select the Leads in the Lead Summary with the checkmarks on the left of the lead. Then click the Action button at the top, and select Archive Leads. The system will ask if you are sure you want to archive thes...
Move Sales Leads to Opener/ Info Mgr
If you have the Sales, Opener and Info Mgr modules, it is a typical practice to move your Lead that has converted to a Franchisee into the Opener/ Info Mgr modules. Since the lead is now a Franchisee, you will want to store your agreements and other documents. When moving a lead directly to Opene...
Using the Form Generator
A successful franchise is always looking to expand its business, and generating leads is the key to this success. To help track top leads, FranConnect displays the 5 hottest leads right on the homepage of the Sales module. This list is generated by the lead activity throughout the system. For a m...
Lead Source Report
This report displays the number of leads which came from each of the lead sources. It is an industry standard to track your leads and from which source and the best performing source. This report is versatile enough to filter leads by source and track by lead owners and their status during a tim...
Closed Lead Contribution by Source Report
This is essentially a multi-month version of the Closed Deals Shares pie chart and allow you to compare months. The percent-of-100 format allows balancing in the case of fluctuation in volume even low-volume months have a clear indication of each source's contribution. Shows stacked-bar "percent...
Uploading a HTML Zip File for a Template Design
There are many ways to create template designs, so that you can send out beautiful and creative emails to your recipients. FranConnect allows you to have the flexibility of creating your own designs, should you not want to use the template builder already located in your system. In this guide, we...
How can I use Smart Groups to manage my Sales Leads?
Using Smart Groups allows one to add recipients automatically to a group which matches the criteria previously defined and optionally send Email Campaigns. For example, suppose you want to group leads with a Lead Status of Dead Leads located in California. We create a group as shown below: Sales ...
Using Reminder Tasks, Pop-Up Reminders, Add to Calender
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 h...
Assigning Lead Owners: Transferring Lead Ownership
It is not unusual for leads to assigned to various lead owners over the period for franchise engagement. At times, when users leave the organization, it requires reassigning leads to a different lead owner. Larger organizations having diverse and multiple brands and various Lead sources and Sales...
Sending Emails and Templates via Mobile
A successful organization is always looking to develop business all over the country and internationally. One way to develop is by communicating with leads and franchisees since it is crucial for success in a fast-growing competitive world, with the latest mobile technology. Since mobile versions...
Track Read Email Status
A successful organization is always looking to develop business all over the country and internationally. One way to develop is by communicating with leads since it is crucial for success in a fast-growing competitive world. Every now and then, it is important to keep touch with leads in differen...
When to use a Group vs a Smart Group
When creating a new Group in your system you should see the option to make this group a Smart Group. Before selecting, consider the intended use of the group by asking these questions: - How am I adding leads to this group? - Will I use this more than once? - Do I want the system to always pull l...
Aggregate Custom Reports in Sales
FranConnect includes several preconfigured Sales reports. However, sometimes additional information is needed or you may want to include custom fields under. In this guide we will cover how to create your own Aggregate Custom reports in Sales and report on custom fields added under the Form Gener...
Complex Lead Assignment
Complex lead assignments are created in FranConnect through the use of Round Robin, Sales Territories, and Lead Sources. Round Robin assigns leads to owners when it is the owners turn to receive a lead. Sales territories allow you to assign leads based on a geographic area given to a lead owner. ...
Lead Distribution and Assignment
Lead Distribution based on territories and assigning to leads owners with round robin. Some companies have a more complicated distribution of leads to their lead owners. For this distribution, FranConnect offers a robust way to get all the leads to the correct owners by setting up multiple sales ...
How to Import Leads Into FranConnect
A thriving franchise constantly seeks to consolidate leads from various sources into a single CRM for seamless management of its sales pipeline. These leads may originate from online channels or direct calls to the sales office. By centralizing all leads within one database, you can effectively t...
Lead Source Tracking
You may be running a variety of campaigns such as Pay Per Click or Email Campaigns and driving all your lead traffic to your Franchise Website. But when a lead comes into the system, you cannot track the Original Source it came from, be it a Google ad or specific email campaign. How can you get t...
Working with the Heat Meter to find Active Leads in your Sales System
A successful franchise is always looking to expand business, and generating leads is the key to this success. To help track top leads, FranConnect displays the 5 hottest leads right on the homepage of the Sales module. This list is generated by the lead activity throughout system. For a more accu...
Moving Leads from Sales to Opener
Once a lead has been converted to an owner, you can choose to move them from the Sales module to the Opener module. Please see below on how to move leads from Sales to Opener: Find the record in the Lead Management screen, and from the Action Wheel menu, choose Move to Opener. Once you have chos...