At its core, Franchise Recruitment allows you to manage all of your franchising prospects in a single location.
To access your prospects, click 'Prospects' from the Franchise Recruitment section:
Within the Prospects section, you'll find several lists and options:
To view a prospect record, within the Prospects section click the 'View' button beside a prospect:
If you're accessing on a smaller screen (e.g. tablet or mobile), you may have to click the 'plus' icon to view the 'View' option:
After clicking to 'View' a prospect record, the prospect record will open.
This record displays a range of information on the prospect, including:
Key details provides a quick overview of contact details including status, location, created date, phone number and e-mail address:
There are several prospect options that allow you to complete various actions, including:
If you've created any actions for this prospect (found under the Create Action option), they will be displayed here.
Contact Details displays details on record for the prospect, and can be edited by clicking the 'Edit' icon:
Contains details including the original source of the prospect, the franchise location they're interested in, as well as any notes and files. These details can be edited by clicking the 'Edit' icon:
Provides an 'at a glance' view of the prospects progress through your recruitment process:
Lists the e-mail and text messages schedules that the Prospect has received, including details on the date they were sent and number of opens (for e-mails):
Displays any schedules that are sent to be sent, including the date they will be sent to the Prospect:
If the Prospect has clicked any links in your scheduled e-mails, they will be tracked here to monitor engagement:
Provides a full record of contacts that have been made with a prospect (added from the 'Record Contact' option):