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Back to Overview
  • Introduction
  • Dashboard
  • Manuals
  • Franchise Recruitment
    • Initial Setup
    • Brochure Setup
    • Connecting Lead Sources
    • Managing Prospects
    • Scheduling Automated E-mails & Texts
    • Monitoring your Schedules
    • Prospect Actions
    • Instant Send
    • Smart Rules
    • Smart Actions
  • Brand Bank
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Franchise Recruitment

Manage leads and automate communications

Initial Setup

Configure Franchise Recruitment for your Company

Brochure Setup

Create your welcome e-mail containing your franchising brochure

Connecting Lead Sources

Importing leads from your website and franchise directories

Managing Prospects

Including recording contacts, updating details and viewing lead engagement

Scheduling Automated E-mails & Texts

Schedule your automated e-mails and text messages for receipt by active prospects

Monitoring your Schedules

Tracking the success of your scheduled campaigns

Prospect Actions

Creating team actions and tasks that require follow-up

Instant Send

Instantly sending e-mail and text message campaigns to your Prospects

Smart Rules

Automatically move prospects from group to group based on how long they've been registered

Smart Actions

Automatically create new actions for your team as prospects move through recruitment stages

Back to Overview
  • Introduction
  • Dashboard
  • Manuals
  • Franchise Recruitment
    • Initial Setup
    • Brochure Setup
    • Connecting Lead Sources
    • Managing Prospects
    • Scheduling Automated E-mails & Texts
    • Monitoring your Schedules
    • Prospect Actions
    • Instant Send
    • Smart Rules
    • Smart Actions
  • Brand Bank
  • Documents
  • Discussions
  • Tasks
  • Notifications
  • Portal
  • Settings
  • Analytics
  • Users
  • Manage Locations
  • Deleted Files & Revisions