What is the process between franchisees and the sales team?
To understand the new sales process, please read the steps below: 1. The franchisee finds a property, which they would like to be sold by the sales team. 2. The franchisee enters the property into the CRM. 3. The franchisee sends the deal over to their support person to assess, as per usual. 4. If the support person approves the deal, they change the username of the deal to the sales team. 5. The sales team liaises with the franchisees� support person to assess the deal and understand the opportunity. 6. If the sales team is happy to take the deal on, they will send confirmation to the franchisee, including the fee that will be charged and the split. 7. When the sales team is happy with the opportunity�s description, they can send the deal across to marketing to generate investor leads, OR they can contact an existing investor who they have spoken to previously if they know they would be interested in the opportunity. 8. Marketing will upload the deal to the app and to an email. 9. The sales team manages all investors in Zoho CRM. 10. The sales team will have an in-depth conversation with the investor to find out their motivation, the reason for enquiring, and the ambition of the property. 11. If the investor buys the deal, the investor record is updated. If you have any more questions, please contact your support person.