Prospects

The Prospects section helps you track potential franchise locations (or franchisee candidates) before they become active franchisees.

It works like a pipeline: you move each prospect through stages until they are ready to open or are closed.

Franchisee Pipeline

At the top of the page you will see the Franchisee Pipeline columns:

• Prospect
• Stage 1
• Stage 2
• Stage 3
• Stage 4

Each column shows how many opportunities are currently in that stage.

Filters

On the top-right you can refine what you are viewing.

Status filter

Use All Statuses to filter prospects by their current status, for example:

• Have not met
• Pending
• Not Ready Now
• Closed won

Sort filter

Use Sort by to control the order of items in the pipeline:

• Sort by: Last 7 Days
• Sort by: Date
• Sort by: Name

Actions menu

Use the Actions button (top-right) to manage prospects and export data:

• Export: Download the list for reporting.
• New Franchise: Create a new franchise record (for prospects ready to become active).
• New Prospect: Add a new prospect into the pipeline.

Adding a Prospect

1. Go to Locations > Prospects.
2. Click Actions > New Prospect.
3. Fill in the prospect details and save.
4. Move the prospect through the pipeline stages as progress is made.

Next steps

Once a prospect is ready and approved, use Actions > New Franchise to convert them into an active franchise location.