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Customer Relationship Management (CRM)

Start Learning how to Manage every Lead & Customer

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Get to Know Your FCOS Profile Page

Getting Started Your FranchiCzar OS Profile page provides all the basic (but necessary) fields that you need to identify yourself...

December 13th, 2021 332 views 2 likes
Navigating a General Information Page

What is a General Information Page? We all have, keep, and manage various lists (both digital and physical) that contain...

June 10th, 2022 605 views 0 likes
Using #Tags

FCOS Tags FranchiCzar OS has a built-in feature to add hashtags, or tags for short, to any record (e.g. Leads...

June 22nd, 2022 290 views 1 likes
Get to Know Your FCOS Profile (Video)

Your FCOS Profile In this video, we run through both how to access and customize your FCOS "Profile".

July 7th, 2022 231 views 1 likes
Get to Know the Customers Module (Video)

Customers Module In this video, we introduce the Customers module and navigate through this page's features.

July 7th, 2022 236 views 0 likes
Changing a Lead's Sales Status (Video)

Changing a Lead's Sales Status In this video, we cover the process of changing a Lead's "Sales Status".

July 7th, 2022 219 views 1 likes