Open a prospect from the mobile Franchise Pipeline and you can do more than read. This article covers the actions on the prospect screen. For the pipeline list itself, see Reviewing franchise sales prospects from the mobile app.
Open a prospect
- Tap the round thumb button at the bottom of the app to open the Go to panel.
- Under Reports, tap Prospects. The screen that opens is titled Franchise Pipeline.
- Tap a prospect.
The screen is for owners and managers. Others see "Manager access needed" and "The franchise sales pipeline is available to owners and managers."
What the screen shows
- The prospect's name, company and a rating badge.
- Tiles for Budget, Odds and Target close, when they are set.
- Territory interest, if there is one.
- A button with the phone number and one with the email address. Tap them to call or start an email.
- Notes and Upcoming meeting, when there are any.
- Open tasks, Completed tasks and an Activity list. With no history it says "No activity logged yet."
Log an activity
- Tap Log Activity.
- Pick Note, Call or Email.
- Type the details. The box asks "What was discussed on the call?", "What did the email say?" or "Add a note…" depending on your pick.
- For a call, you can add Duration (min, optional).
- Tap Log activity.
The button stays off until you type something.
Add a task
- Tap Add Task.
- Type what needs to happen next.
- Pick Due: None, Today, Tomorrow or Next week.
- Tap Add task.
To finish a task, tap the circle next to it under Open tasks. It moves to Completed tasks, and the server logs it in the activity list.
Schedule a meeting
- Tap Schedule Meeting.
- Pick a Meeting type. Each choice shows its name and length. Only enabled types appear. If there are none, the window says "No meeting types are set up for this org yet."
- Pick a day in the Day row, then a time in the Start time grid.
- Optionally add Notes (optional).
- Tap Schedule.
You see "Meeting scheduled" and "The meeting was added to the calendar." If the time clashes with another booking you see "Time conflict".
Change stage
- Tap Change Stage.
- Tap one of your pipeline stages.
- Tap Save. It stays off until you pick a stage different from the current one.
Log Discovery Day Outcome
When a prospect is linked to a Discovery Day, a Log Discovery Day Outcome button also shows. It opens the same logging window, titled Log Discovery Day outcome, and saves a note on the prospect. It doesn't change the status of the Discovery Day itself. For Discovery Days see Discovery Days.
Frequently asked questions
Q: Can I edit a franchise prospect from the mobile app?
A: You can log a note, call or email, add and finish tasks, schedule a meeting and change the stage from the prospect screen. Other changes stay on the web.
Q: Why do I see Manager access needed?
A: The franchise sales pipeline on mobile is for owners and managers.
Q: Why is there no Log Discovery Day Outcome button?
A: It only shows for a prospect that is linked to a Discovery Day.
Q: Does Log Discovery Day Outcome change the Discovery Day?
A: No. It saves a note on the prospect. It doesn't change the status of the Discovery Day.
Q: Why can't I pick a meeting type?
A: No meeting types are set up for the org yet, or none are enabled. Set them up on the web first.