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What are W orkflows ? Generally, workflows are a set of triggers and actions that occur when an event takes place....
September 15th, 2021 280 views 0 likes
Workflows Having a template is great, but do you have the resources or time to send the email to each...
September 15th, 2021 683 views 0 likes
Get to Know "a lead is created" Trigger When creating a new Workflow setting up your "Trigger" is essential to...
December 1st, 2021 225 views 0 likes
Get to Know "a lead or customer is created" Trigger When creating a new Workflow setting up your "Trigger" is...
December 1st, 2021 458 views 0 likes
Get to Know "a lead or customer is modified" Trigger When creating a new Workflow setting up your "Trigger" is...
December 2nd, 2021 235 views 0 likes
Get to Know "a note is added" Trigger When creating a new Workflow setting up your "Trigger" is essential to...
December 2nd, 2021 247 views 0 likes
Creating a Workflow This video breaks down the process of Creating a Workflow for new "Franchisee Leads" within FranchiCzar OS...
December 3rd, 2021 259 views 0 likes
Using Workflow Actions Creating an "Automation Workflow" as a Franchisor you are able to select the Franchisor, Franchisee, or Facility...
November 30th, 2021 154 views 0 likes
Using Workflow Triggers Creating an "Automation Workflow" as a Franchisor you are able to select the Franchisor, Franchisee, or Facility...
November 17th, 2021 281 views 0 likes
Customer Transactions Handling purchases is the bread and butter of your business. Your POS system manages transactions and transaction history...
November 17th, 2021 493 views 0 likes
The New Lead Using Automations to set up a workflow for handling new leads provides an immediate engagement with customers...
September 15th, 2021 598 views 0 likes
Get to Know "a customer has a re-inquiry" Trigger When creating a new Workflow setting up your "Trigger" is essential...
February 25th, 2022 160 views 0 likes
Get to Know "a purchase order is paid" Trigger When creating a new Workflow setting up your "Trigger" is essential...
February 25th, 2022 370 views 0 likes
Get to Know "a ticket detail is created" Trigger When creating a new Workflow setting up your "Trigger" is essential...
February 25th, 2022 135 views 0 likes
Get to Know "a ticket is created" Trigger When creating a new Workflow setting up your "Trigger" is essential to...
February 25th, 2022 376 views 0 likes
Get to Know "a ticket is modified" Trigger When creating a new Workflow setting up your "Trigger" is essential to...
February 25th, 2022 150 views 0 likes
Get to Know "a web request is received" Trigger When creating a new Workflow setting up your "Trigger" is essential...
February 25th, 2022 5 views 0 likes
Get to Know "an activity is added" Trigger When creating a new Workflow setting up your "Trigger" is essential to...
February 25th, 2022 153 views 0 likes
Get to Know "an email is opened" Trigger When creating a new Workflow setting up your "Trigger" is essential to...
February 25th, 2022 162 views 0 likes
Get to Know the, "Add a note" Action When creating a new Workflow you must set up a "Trigger" but...
March 4th, 2022 139 views 0 likes
Get to Know the, "Send an email" Action When creating a new Workflow you must set up a "Trigger" but...
March 7th, 2022 151 views 0 likes
Get to Know the, "Add a tag" Action When creating a new Workflow you must set up a "Trigger"...
March 7th, 2022 144 views 0 likes
Get to Know the, "Assign to a user" Action When creating a new Workflow you must set up a "Trigger"...
March 7th, 2022 146 views 0 likes
Get to Know the, "Create a new ticket " Action When creating a new Workflow you must set up a...
March 7th, 2022 118 views 1 likes
Get to Know the, "Send FCOS notification" Action When creating a new Workflow you must set up a "Trigger"...
March 7th, 2022 118 views 0 likes
Get to Know the, "Send a text message" Action When creating a new Workflow you must set up a "Trigger"...
March 7th, 2022 142 views 0 likes
Get to Know the, "Update a field" Action When creating a new Workflow you must set up a "Trigger" but...
What are Templating Fields? Templating fields are used throughout FranchiCzar OS to pull information into your various templates. These fields range from...
April 11th, 2022 180 views 0 likes
What are Timelines? As you work toward any number of your business goals, it is pivotal that everyone involved is...
May 11th, 2022 183 views 2 likes
What are Forms ? Due to their various uses in the business world, you are most likely very familiar with...
November 21st, 2022 42 views 0 likes
Forms Forms is a new feature within FranchiCzar OS that allows you to build out custom input fields that you...
April 26th, 2022 59 views 0 likes
Sending Forms Once you have created a form(s), you are ready to start sending them to whoever needs to fill...
November 23rd, 2022 4 views 0 likes
Get to Know “a purchase order is expiring” Trigger When creating a new Workflow setting up your "Trigger" is essential...
January 4th, 2023 13 views 0 likes
Timeline & Checklist Actors Configuring an actor(s), or who is responsible for a task's completion, is required for every task...
January 25th, 2023 5 views 0 likes