I’m a Franchisor
Profile
How to Create and Update Business Information
Learn how to find and edit the Information and Financial sections for your company.
How to edit your personal profile
Learn how to edit your personal profile information.
How to invite team tembers into the platform
Learn how to add new members to your franchise development team.
Financial Overview
How to renew and edit FDD
Learn the process to upload a new Franchise Disclosure Document (FDD) to the financial overview
How to upload FDD
Learn how to upload the FDD and PIN its relevant sections
How to pin sections of FDD
Learn how to pin sections of the FDD to make it easier for your candidates to navigate the document.
Territories
How to select census data fields to be displayed in your territories
Learn how to set the desired data fields for your territories map and heat map.
How to edit state compliance and activate it
Learn how to toggle on and off the states your brand is compliant.
How to create a territory
Learn how to merge polygons to create a new territory
How to edit territory colors
Learn how to edit the color of all your territories.
How to see territory demographic data
Learn how to access detailed demographic data for the territories you created.
How to display only polygons with desired demographic data
Learn how to filter and display polygons based on specific demographic criteria, such as population size and household income.
How to extract a territory and download as PDF
Learn how to extract a singular territory into a downloadable PDF
How to assign a candidate to a territory
Learn how to update a territory status and assign a candidate to it
How to delete a territory
Learn how to delete a territory
How to edit a territory name
Learn how to edit a territory name after its creation
Stages & Checklist
Understanding stage types
Learn the difference between each stage type and their best use cases.
How to edit a stage and stage items
Learn how to edit a stage item
How to delete a stage and stage items
Learn how to delete a stage and its stage items
How to create a stage and stage items
Learn how to create a stage and stage item with title, description and type
How to set feature locks for all candidates
Learn how to lock features for all candidates going through your discovery process
Data Center
How to edit pipeline items
Learn how to edit the stage items shown in the pipeline page.
How to invite a candidate into the platform
Learn how to invite a new candidate into the platform
How to edit a lead profile
Learn how to edit a lead profile, background, and financial information.
How to add notes and documents to a lead profile
Learn how to add notes to a candidate profile
How to assign a consultant to a candidate
Learn how to assign a consultant to a candidate after its invitation
How to edit a candidate profile
Learn how to edit the profile for a candidate going through the discovery process
How to advance a candidate in the discovery process
Learn how to advance a candidate in the discovery process
How to set feature locks for a specific candidate
Learn how to overwrite organization-wide feature locks by setting candidate-specific feature locks
General Settings
How to edit General Settings
Learn how to update your organization’s general settings
How to edit zee login page information
Learn how to edit image and texts present in zee login page
How to add suggested Aimei prompts
Learn how to add prompts to help users interact with Aimei
How to set up your email root domain
Learn how to set up the primary domain used for your email services
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