Log in to Zoho CRM Click Franchise Variables module On the Franchise Variable Entry, click Open Variables Edit button On the Franchise Variables page, scroll down to the Billing instructions block. Enter the desired verbiage you want to include in ...
The purpose of this task is to have a Quality Assurance check from Management to ensure that all of the fields on the Client profile have been filled out completely. That we are sending the following completely: Signed agreement Send Virtual Wallet ...
Go to the Client’s profile Hover over to the Billing tab Set the Client Class and determine if they are paying Long term or Privately Click the Billing Cycle and choose Bi-Weekly To determine if they have Long Term Care, refer back to Zoho CRM and ...
Do our Franchise owners have their own website? Our Franchise owners do not have their own specific website. Instead, they have their location page on the 2ndfamily.com website. All they have to do is search for the location or enter the zip code on ...