Updated Support Videos 8/30/22
With all of the recent software updates, the following articles in the franchise support portal have been updated to reflect the newest version:
Zoho CRM
Status Automations Overview
Overview of Contact Module
Deposit and Welcome Email
CRM: An Overview
How to Send the New Client Agreement
How to Convert a Lead to a Client
How to Create a New Lead
The Full Lead Process
How to Edit Emails in the Autoresponder
Franchise Variables Module
AxisCareHow to Deactivate a Client / Caregiver
How to Setup a New Caregiver
Documenting Client Notes and Caregiver Notes
Tracking Hospitalizations
Franchise Operations Manual
Section D now includes a folder with a selection of sample caregiver interviews