Customers Module Leads 

Selecting Leads offers a view of all “Leads” entered into FCOS by a user corresponding to a Franchisee and/or Facility. 

Navigating Leads Page 

1. Search Bar
2. Franchisee/Source selection (drop-down menu)
3. Status selection (filter menu)
4. “#” Tag Filter Bar
5. Add Filters (pop-up)
6. Select Visible Columns
7. Import Leads
8. Create/Save/Share – View w/Applied Filters
9. Export View (.csv file)
   1.  - Export “All Columns” or “Selected Columns”
10. “Create” a new Lead
11. Visible Columns
12. Number of Entries Shown (selectable)
13. Back to Top (of page)
14. Next/Previous Page Navigation

Leads (Customers) Columns

The comprehensive Leads (Customers) view includes the following default columns:

Creating a new Lead

The leads that appear within the “Customer Leads” list are entered directly from the “Leads” page by clicking , in the top right-hand corner of the screen. A form appears with the following required (*) fields (with additional optional fields see image below):

• Type
  1. Franchisor
  2. Alliance
  3. Franchisee
  4. Customer 
• Owned By
  1. This will be the Facility
• First Name
• Last Name
• Email or Phone (one must be entered)

Once you complete the form click  , at the bottom of the window.

Lead's General Information Page

Once a “Lead” is created, you can manage a lead by clicking on it from the Leads list. Here is a breakdown of the Lead management page:

1. Quick Action Menu (from left to right)
   1. Create a Note
   2. Send an Email
   3. Make a Call
   4. Send a Text Message
   5. Events (Opens Calendar)
   6. Edit General Information 
   7. Merge with Another Record
   8. Add Tag
2. Record Navigation
3. “Customer Lead” Menu
   1. General Information – Lead’s information card (editable)
4. “Activities” Menu
   1. All Activity – Logs all action take with lead and who performed each action
   2. Notes – Logs all notes made on lead and who added
   3. Emails – Logs all email communications (including all content)
   4. Calls – Logs all calls made corresponding to entry
   5. Text Messages – Logs all text messages made to corresponding entry
   6. File Change Log – Logs all changes made to lead "Files" (below)
   7. Event - Calendar of scheduled events  
   8. Log External Activity – Platform to enter all external communication with lead

1. email
2. call
3. text
4. event

5. Custom Fields (these are created via Settings>Custom Fields)
6. Files
   1. All Files – Repository of files corresponding to lead
7. Forms  
   1. Submissions – Record of forms submitted to lead