Alliances Module 

Selecting Alliances offers a view of all “Alliances” that are entered into FCOS with an “Active” status.

Navigating Alliances Page

1. Search Bar
2. Franchisor/Franchisee selection (drop-down menu)
3. “#” Tag Filter Bar
4. Add Filters (pop-up)
5. Select Visible Columns
6. Create/Save/Share – View w/Applied Filters

1. Export View (.csv file)
   1.   - Export “All Columns” or “Selected Columns”

1. “Create” a new Alliance
2. Visible Columns
3. Number of Entries Shown (selectable)
4. Back to Top (of page)
5. Next/Previous Page Navigation

Alliances Columns

The comprehensive Alliances view includes the following default columns:

Creating a new Alliance

The alliances that appear within the “Alliances for…” list are entered directly from the “Alliances” 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
• Parent
  1. This will be the Franchisor

• Company Name
• Primary Email Address
• Primary Phone Number

Alliance Form/Management Page

Once an alliance is created, you can manage the “Alliance” by clicking on it from the Alliances list. Here is a breakdown of the Alliance management page:

1. Quick Action Menu (from left to right)
   1. Purchase
   2. Create a Note
   3. Send an Email
   4. Make a Call
   5. Send a Text Message
   6. Edit General information (view provided below)
   7. Add Tag

1. Record Navigation

1. “Alliance” Menu
   1. General Information – Alliance’s information card
2. “Activities” Menu
   1. All Activity – Logs all actions taken 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/from corresponding entry
   6. File Change Log – Logs all changes or additions made to a file (by a user)
   7. Log External Activity – Platform to enter all external communication with lead

5. email
6. call
7. text
8. event

5. Custom Fields (these are created via Settings>Custom Fields)

1. Files
   1. All Files – Repository of files corresponding to lead
2. Forms  
   1. Submissions – Record of forms submitted to lead

5. Parent – Franchisor contact card
6. “Discard/Save Changes” Buttons