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Automation Module User Guides for Franchisors

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Get to Know Automations, Module & User Fields

Nodes When addressing the lead, we want to use their name to make it personalized. But how do we know...

September 15th, 2021 675 views 2 likes
Creating a 'New Lead' Workflow

The New Lead Using Automations to set up a workflow for handling new leads provides an immediate engagement with customers...

September 15th, 2021 1048 views 0 likes
'A Web Request is Received', Workflow Trigger

Get to Know "a web request is received" Trigger When creating a new Workflow setting up your "Trigger" is essential...

February 25th, 2022 101 views 0 likes
'Create a new Ticket', Workflow Action

Get to Know the, "Create a new ticket " Action When creating a new Workflow you must set up a...

March 7th, 2022 221 views 1 likes
'Send FCOS Notification', Workflow Action

Get to Know the, "Send FCOS notification" Action When creating a new Workflow you must set up a "Trigger"...

March 7th, 2022 222 views 0 likes
Creating a 'Parallel' Timeline

Parallel Timelines Depending on your needs Timelines offers two options that affect how you prefer on handling the tasks added...

July 20th, 2022 385 views 1 likes
Timelines, Adding an Existing 'Checklist' to a Milestone

Reusing a Checklist Once you build out a timeline with your milestones and checklists, wouldn't it be helpful to be...

July 27th, 2022 205 views 1 likes
Creating a 'Sequential' Timeline

Sequential Timelines Depending on your needs Timelines offers two options that affect how you prefer on handling the tasks added...

July 29th, 2022 364 views 1 likes
Starting a Timeline

Starting a Timeline After building out a magnificent and well-crafted timeline, you will want to apply it to its intended...

August 1st, 2022 189 views 1 likes
Get to Know the 'Forms' Module

What are Forms ? Due to their various uses in the business world, you are most likely very familiar with...

November 21st, 2022 232 views 0 likes
Sending a Form

Sending Forms Once you have created a form(s), you are ready to start sending them to whoever needs to fill...

November 23rd, 2022 99 views 0 likes
'A Purchase Order is Expiring', Workflow Trigger

Get to Know “a purchase order is expiring” Trigger When creating a new Workflow setting up your "Trigger" is essential...

January 4th, 2023 100 views 0 likes
Managing Actors on Your Timeline & Checklist

Timeline & Checklist Actors Configuring an actor(s), or who is responsible for a task's completion, is required for every task...

January 25th, 2023 191 views 0 likes