Demo Center

General

1. Searching and Working with Data Grids in FZM
2. Adding Notes and Using Notes Templates
3. Email Templates – How to Send Email in FZM
4. Email Templates – Creating & Managing
5. Notifications + Green Share Button
6. Resetting A User’s Password
7. Adding A New User
8. Understanding FZM Access Levels (ACLs)

Other

1. Sending a Profile Invitation From the Profile Scoring Site

Candidate

1. Candidates – Quick Intro
2. Understanding Status + Stages
3. Candidates Workflow + Using Follow Ups
4. Contact Attempts
5. Managing Multiple Contacts
6. Managing Sources
7. Sending Online Apps / RFC / RFVs
8. SignRequest – Sending Documents for Signing
9. Issuing FDDs (North American Clients)
10. Closing Candidates
11. Converting to Onboarding (and Franchisee)
12. Candidate Autoloaders
13. Outcome Analysis (coming soon)
14. Award Letters (coming soon)
15. Using SMS (coming soon)
16. Campaigns + Automations (coming soon)
17. Dashboard + Reporting (coming soon)

Demo Center - General

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#1

Searching and Working with Data Grids in FZM

Learn about the power of FZM data grids. Including setting up custom “views” and setting back to default.

(4 mins)

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#2

Adding Notes and Using Notes Templates

How to add, manage and use Note Templates in FZM.

(2:34 mins)

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#3

Email Templates - How to Send Email in FZM

How to send email the fast way in FZM using email templates.

(5 mins)

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#4

Email Templates - Creating & Managing

How to create, edit and manage Email templates including using Folders.

(6 mins)

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#5

Notifications + Green Share Button

Learn how to use the Share button to streamline communications with other users

(2:42 mins)

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#6

Resetting A User's Password

How to quickly reset a User’s password (if you have account admin permissions)

(1:32 mins)

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#7

Adding A New User

How to add a new User to the system.

(3 mins)

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#8

Understanding FZM Access Levels (ACLs)

How to set up different access groups and restrict user’s access within FZM.

(2:22 mins)

Demo Center - Candidates

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#1

Candidates - Quick Intro

A quick walkthrough of the FZM Candidates module, which is the CRM for recruitment/franchise developers.

(11 mins)

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#2

Understanding Status + Stages

Learn the difference between Status and Stages in FZM, and why both are need to track Candidate recruitment progress.

(5 mins)

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#3

Candidates Workflow + Using Follow Ups

The best way to work Candidate records in the system, using an efficient workflow.

(5 mins)

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#4

Contact Attempts

Learn how outreach Contact Attempts should be recorded on the Candidate record.

(2.29 mins)

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#5

Managing Multiple Contacts

Learn how to add and maintain multiple people (contacts) on the Candidate record.

(3 mins)

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#6

Managing Sources

How to set up your Source field drop downs and use them on Candidate records.

(2:49 mins)

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#7

Sending Online Apps / RFC / RFVs

How to send Online Application forms (RFV/RFCs) to Candidates and how they complete them online.

(7 mins)

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#8

SignRequest - Sending Documents for Signing

Learn how to send legal documents for online signing.

(6 mins)

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#9

Issuing FDDs (North American Clients)

Learn how to issue FDDs from FZM, including capturing digital delivery & download receipts.

(7 mins)

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#10

Closing Candidates

How to close Candidate records and keep your pipeline small and clean.

(5 mins)

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#11

Converting to Onboarding (and Franchisee)

Learn how to convert from a Candidate to an Onboarding and Franchise record.

(3 mins)

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#12

Candidate Autoloaders

How to get franchise inquiries automatically loading into FZM as Candidates.

(2:48 mins)

Demo Center - Others

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#1

Sending a Profile Invitation From the Profile Scoring Site

Learn how to invite a Candidate to complete the FranchiZePredictor profile.

(1:37 mins)