Alliances Module
Selecting Alliances offers a view of all “Alliances” that are entered into FCOS with an “Active” status.
Navigating Alliances Page
- Search Bar
- Franchisor/Franchisee selection (drop-down menu)
- “#” Tag Filter Bar
- Add Filters (pop-up)
- Select Visible Columns
- Create/Save/Share – View w/Applied Filters
- Export View (.csv file)
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- Export “All Columns” or “Selected Columns”
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- “Create” a new Alliance
- Visible Columns
- Number of Entries Shown (selectable)
- Back to Top (of page)
- Next/Previous Page Navigation
Alliances Columns
The comprehensive Alliances view includes the following default columns:
Column |
Description |
---|---|
ACTIONS |
Quick action to Edit |
NAME | Lead name and drop-down menu to assign Lead to person (name/email) |
FRANCHISOR | Indicates the affiliated Franchisor of Alliance |
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
- Franchisor
- Alliance
- Franchisee
- Customer
- Parent
- 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:
- Quick Action Menu (from left to right)
- Purchase
- Create a Note
- Send an Email
- Make a Call
- Send a Text Message
- Edit General information (view provided below)
- Add Tag
- Record Navigation
- “Alliance” Menu
- General Information – Alliance’s information card
- “Activities” Menu
- All Activity – Logs all actions taken with lead and who performed each action
- Notes – Logs all notes made on lead and who added
- Emails – Logs all email communications (including all content)
- Calls – Logs all calls made corresponding to entry
- Text Messages – Logs all text messages made to/from corresponding entry
- File Change Log – Logs all changes or additions made to a file (by a user)
- Log External Activity – Platform to enter all external communication with lead
- call
- text
- event
- Custom Fields (these are created via Settings>Custom Fields)
- Files
- All Files – Repository of files corresponding to lead
- Forms
- Submissions – Record of forms submitted to lead
- Parent – Franchisor contact card
- “Discard/Save Changes” Buttons