Functionality:
When creating a lead form as a franchise, if the user has permissions to multiple franchise groups, display the option for “all” or multiple franchise groups
Example: Red light method has 4 franchise groups, I have access to all 4. I can create a lead form and choose multiple or all franchise groups to be displayed as locations for the client to select
We auto-populate with the locations associated with that franchise and then the studio can delete whichever ones they do not want to appear on the lead form
Only active locations will appear in the lead form drop-down:
All associated franchise locations will appear in the lead form tile after being added
Franchise Scenarios + Functionality:
Scenario A: Franchise A has 4 locations
Franchise A wants to create a lead form that is the same for all 4 of their locations
They want all 4 locations to be shown to the client who is filling out the lead form to choose their location
Under “franchise” they select their franchise name
Under lead assignment they select all 4 locations
The client will select for those 4 locations when filling out the lead form
Scenario B: Franchise A has 4 locations
Franchise A wants to create a lead form that is the same for all 4 of their locations
They want 1 location to be shown to the client who is filling out the lead form so that they don’t have to choose their location
Under “franchise” they select their franchise name
Under lead assignment they select the 1 location
The client will be defaulted to one location and does not have to make a selection when filling out the lead form
Scenario C: Business has 6 franchises. Corporate wants to setup one lead form for Franchise A (that has 4 locations) and Franchise B (that has 2 locations)
Corporate wants to setup one lead form for Franchise A (that has 4 locations) and Franchise B (that has 2 locations)
They want all 6 locations to be shown to the client who is filling out the lead form so that they can choose their location
Under “franchise” they select Franchise A & Franchise B
Under lead assignment they select all 6 locations
The client will will see all 6 locations as options when filing out the lead form and must select one
Scenario D: Business has 4 franchises. Corporate wants to setup one lead form for all Franchises
Corporate wants to setup one lead form for Franchise A (that has 4 locations), Franchise B (that has 2 locations), Franchise C (that has 1 location), Franchise D (that has 2 locations)
They want all 9 locations to be shown to the client who is filling out the lead form so that they can choose their location
Under lead assignment they select all 9 locations
The client will will see all 9 locations as options when filing out the lead form and must select one
Client experience:
If the client selects a location in the lead form dropdown, they will only be associated to that location