Contacts
Learn how to create, manage, and update candidate records, including contact fields, notes, tags, and best practices for organizing your prospect database.
12 articles
What Is a Contact in FranFlow?
Duplicate Contacts vs Multiple Opportunities
What is a Smart List? How should I create and manage Smart Lists?
How to Use Notes in FranFlow
Help! I Can’t Find My Contact Fields
Communicating with Contacts
Communication is one of the most important parts of your role as a franchise consultant. FranFlow gives you the tools to automate and manage communication — but how you communicate is what builds trust and drives results.
How to Use Conversations in FranFlow