The FZM User Guide contains explanations and instructions of each of the modules. The best reference to get started.
For existing FZM users, access the ticket support system. Submit new tickets, check status and comment.
News about FZM including product updates and announcements regarding the road map.
Information, articles and resources on high performance franchising.
Information on the team that created and supports the FZM system.
Details on how to contact the sales and support teams at FZM.
A quick walkthrough of the FZM Candidates module, which is the CRM for recruitment/franchise developers.
(11 mins)
Learn the difference between Status and Stages in FZM, and why both are need to track Candidate recruitment progress.
(5 mins)
The best way to work Candidate records in the system, using an efficient workflow.
Learn how outreach Contact Attempts should be recorded on the Candidate record.
(2.29 mins)
Learn how to add and maintain multiple people (contacts) on the Candidate record
(3 mins)
How to set up your Source field drop downs and use them on Candidate records.
(2:49 mins)
How to send Online Application forms (RFV/RFCs) to Candidates and how they complete them online.
(7 mins)
Learn how to send legal documents for online signing.
(6 mins)
Learn how to issue FDDs from FZM, including capturing digital delivery & download receipts.
How to close Candidate records and keep your pipeline small and clean.
Learn how to convert from a Candidate to an Onboarding and Franchise record.
How to get franchise inquiries automatically loading into FZM as Candidates.
(2:48 mins)