Contact is an individual record inside FranFlow.

Each Contact stores:

Personal details
Synced FranTracker™ data
Communication history (email & SMS)
Pipeline status
Tasks and activity
Automation history

Every workflow, pipeline movement, email, text message, and sync with FranTracker™ connects to a Contact record.

The Contact record is the central profile for each candidate in your system.

Where to Find Contacts in FranFlow

To access your contact database:

Log into FranFlow
Click Contacts in the left navigation

This opens your master contact database where you can:

Search a contact
Filter
Edit records
Add contacts
Bulk update

How to Add a New Contact

Manual Entry:

Click Contacts from the left hand navigation
Click + Add Contact in the top right corner
Enter required information:
- First Name
- Last Name
- Email or Phone
Click Save

🪄 Best Practice: Always search for an existing contact before manually creating a new one to prevent duplicates.

Contacts are automatically created when they are added in FranTracker™. You may also be leveraging an integration through another partner. Think Tier 1 or Tier 2 leads with FranServe, a third party source like BizBuySell or working with a paid lead source partner.

Check out our content for integrations for more information!

What Are Contact-Level Fields?

Contact-Level Fields are the individual data points stored inside each Contact record.

These fields power:

Automation
Filtering and segmentation
Reporting
Pipeline logic
FranTracker™ synchronization

There's several sections to manage your contact fields on a contact record. You can collapse and expand each section to view the fields by clicking the arrow to the right of the section header.

1. Synced FranTracker™ Fields (Out of the Box)

These fields sync directly with FranTracker™ CRM.

Examples include:

Status
Desired Market
Investment
Investment Source
Liquid Capital
Net Worth
Currently Employed
Planning to Stay Employed
Business Ownership Experience
Decision Time Frame
Initial Franchise
Lead Source
Lead Type
Placement Process Stage
FranTracker Date Created
FranTracker Date Last Updated

🪄 Best Practice: Use these fields as your structured candidate data source. Avoid duplicating them with additional custom fields.

‼️ Important: Fields used strictly for integration (such as sync timestamps or system fields) should not be manually edited unless instructed. They support data synchronization between systems. These are all fields under Additional Information.

2. Standard FranFlow Fields

These are built-in identity and communication fields:

First Name
Last Name
Email
Phone
Address (Street, City, State, Zip, Country)
Tags
Date Created
Last Activity

‼️ Important: Some fields work through a connection and automation. Let's take Time Zone for example. Time Zone does not sync directly from FranTracker™.

Instead, it is automatically set in FranFlow based on the State selected for the Contact.

If a candidate’s state is updated, the time zone adjusts accordingly.

3. Custom Fields (Optional)

Custom fields allow you to collect additional data unique to your process.

Custom fields are completely DIY inside FranFlow. You can create, edit, and manage them at any time.

Best Practice Before Creating a Field:

Confirm the data does not already exist as a synced FranTracker™ field
Confirm it is not already a standard field
Avoid creating duplicate versions of the same data (example: “Investment Range” vs “Investment”)

🪄 Need more help? If you’d like support designing your field structure strategically, you can work with a FranFlow team member to explore setup or customization services.

Check out the Custom Fields & Custom Values article in this knowledge base.

Pro Tips for Searching Contacts

Using the Search Bar:

You can search or filter by:

Name
Email
Phone
Tags
Field Names
Field values

You can search for a specific contact by:

Select Contacts from the left hand navigation
Use the input field in the top left corner to search for a contact

Try filtering to pull up multiple contacts at once. You can do this by:

Select Contacts from the left hand navigation
Select Advanced Filters
In the filter panel on the right, select the value you want to filter by

🪄 Best practice: If you have a set of contacts you know you'll refer back to often, you can also create Smart Lists. Check out How to Create and Manage Smart Lists.