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Customers Module User Guides for Franchisees

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Create & Manage Your Customer Leads

Customers Module Leads Selecting Leads offers a view of all “Leads” entered into FCOS by a user corresponding to...

December 2nd, 2021 700 views 0 likes
Creating a New Lead (Video)

Creating a New Lead This video breaks down the process of creating a Customer "Lead" within FranchiCzar OS (FCOS). We...

December 2nd, 2021 704 views 1 likes
Get to Know the Customers Module (Video)

Customers Module In this video, we introduce the Customers module and navigate through this page's features.

July 7th, 2022 520 views 0 likes
Changing a Lead's Sales Status (Video)

Changing a Lead's Sales Status In this video, we cover the process of changing a Lead's "Sales Status".

July 7th, 2022 486 views 1 likes
Creating a 'New Custom List' for Customers or Leads

New Custom List Selecting New Custom List under the left-hand menu under “Customers” provides a pop-up window to select custom filters...

December 5th, 2022 367 views 0 likes