#1

Candidates – Quick Intro

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

(11 mins)

#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)

#3

Candidates Workflow + Using Follow Ups

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

(5 mins)

#4

Contact Attempts

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

(2.29 mins)

#5

Managing Multiple Contacts

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

(3 mins)

#6

Managing Sources

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

(2:49 mins)

#7

Sending Online Apps / RFC / RFVs

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

(7 mins)

#8

SignRequest – Sending Documents for Signing

Learn how to send legal documents for online signing.

(6 mins)

#9

Issuing FDDs (North American Clients)

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

(7 mins)

#10

Closing Candidates

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

(5 mins)

#11

Converting to Onboarding (and Franchisee)

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

(3 mins)

#12

Candidate Autoloaders

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

(2:48 mins)