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TORIS

Franchisees

The Franchisees section allows you to manage all franchise locations in one place — from initial prospect stage to closed deals.

This area combines:

  • Location management
  • Deal pipeline tracking
  • Activities and communication history
  • Files and email integration

Franchisee Overview Cards

Section titled “Franchisee Overview Cards”

At the top of the page, you’ll see summary statistics:

  • Total Franchisees – Total locations in the system.
  • Active Franchisees – Currently operating locations.
  • Inactive Franchisees – Locations not currently active.
  • New Franchisees – Recently added locations.

Use the filters below the cards to:

  • Filter by Status
  • Sort by Last 7 Days, Name, or Progress

Franchisee Cards View

Section titled “Franchisee Cards View”

Each franchisee appears as a card showing:

  • Location name
  • State
  • Status (Active/Inactive)
  • Selection checkbox (for bulk actions)

Click a card to open the full franchisee profile.

Use the Actions button (top right) to:

  • Add a new franchise
  • Export franchise data

Inside a Franchisee Profile

Section titled “Inside a Franchisee Profile”

When you open a franchisee, you’ll see a detailed view divided into sections.

Deal Pipeline Status

Section titled “Deal Pipeline Status”

At the top of the profile is the Deal Pipeline Status:

  • Prospect
  • Stage 1
  • Stage 2
  • Stage 3
  • Stage 4
  • Closed Won

This shows where the franchisee currently sits in the sales lifecycle.

Left Panel – Franchise Details

Section titled “Left Panel – Franchise Details”

The left sidebar contains:

Deals Information

Section titled “Deals Information”
  • Date Created
  • Name
  • Address
  • Phone
  • Email

Payroll Experience History

Section titled “Payroll Experience History”

You can track:

  • Current payroll experience
  • 2nd to last
  • 3rd to last
  • 4th to last

Each section includes:

  • Payroll Experience
  • Start Date
  • End Date

Activity & Communication Tabs

Section titled “Activity & Communication Tabs”

Across the top of the main content area:

  • Activities
  • Tasks
  • Notes
  • Calls
  • Files
  • Email

Each tab tracks engagement with the franchisee.

Activities

Section titled “Activities”

Log general actions and interactions related to this location.

Tasks

Section titled “Tasks”
  • View assigned tasks
  • Filter by priority or status
  • Search tasks
  • Track due dates

Notes

Section titled “Notes”
  • Add internal notes
  • Store important information about conversations or decisions

Calls

Section titled “Calls”

Track call history including:

  • User
  • Call reason
  • Phone number
  • Call type (Incoming / Outgoing)
  • Duration
  • Date and time

You can also log new calls manually.

Files

Section titled “Files”
  • Upload documents
  • Drag & drop files
  • Search uploaded files
  • Track file type and upload date

Email

Section titled “Email”

You can connect your Microsoft account to:

  • Send emails directly from JMS
  • View threaded conversations
  • Track attachments
  • Manage communication without leaving the CRM

OAuth is used for secure connection.

Best Practice

Section titled “Best Practice”

Use Franchisees when:

  • A location has moved beyond prospect stage
  • You need to track deal progress
  • You want a full operational history
  • You need centralized communication and document storage
Section titled “Related Modules”

Franchisees connects closely with:

  • Prospects
  • Marketing
  • Sales
  • Clients

This module gives you full lifecycle visibility — from first contact to fully operating franchise.