The contacts section is a way for you to manage a list of all your candidates. Each candidate is unique and can have multiple enquiries or applications linked to them if they enquire and apply over time, and is a great way to track their history of interactions with your brand.
Creating a contact
1. Log in to FranchiseLab.
2. Click on ‘Contacts’ on menu bar on the left.
3. Click ‘Create New Contact’ button at the top of the screen.
4. Complete details for new contact within the ‘Add Contact’ pop-up screen and click ‘Create Contact’ button.
5. New contact will appear on Contacts page.
Important things to note
The system will not allow the creation of a contact with the same email as an existing contact. If you input an existing email, you will be prompted by an error message ‘a contact with this email already exists’. To understand how to resolve this, view the article "Resolving Duplicate Email Errors".
Valid characters for contact first and last names are A-Z, a-z, 0-9, hyphen ( - ) and space. Characters outside of this will be invalid and prompt an error message.