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Customer Relationship Management (CRM)

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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 241 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 426 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 208 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 139 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 148 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 141 views 1 likes

    • Get to Know the Franchisees Module

      Who are  Franchisees ? Franchisees have licensed the right to operate as a representative of a franchise from a franchisor....

      September 20th, 2021 327 views 0 likes

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