FS Ai Helpdesk - Team Review
2026-07-17 - 45 operator articles
This is an internal review copy, not the live helpdesk. Use it to review article content and images before anything is imported into the platform CMS.
STAGED
batch-2, pending import
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written 2026-07-17, needs screenshots
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Kanban
Getting Started
(13)
Getting Started with Franchise Systems Ai
Set Up Your Brand and Team
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Get Your Leads In
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Reach Out and Nurture
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Work Your Pipeline
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Close the Deal
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Operate Your Franchisees
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What Is an Organization?
What Is a Brand?
What Is Multi-Tenancy?
Setting Up Your Profile
Troubleshooting Login and Access
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What to Prepare Before Onboarding
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Users and Settings
(6)
How to Invite Users
How to Set Up Your Notifications
How to Update Your Payment Method
How to View Your Invoices
Multi-Brand View
Understanding Roles and Permissions
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Audiences and Contacts
(6)
General Definitions
How to Import Audiences
How to Filter, Sort, and Search
How to Export
Best Practice: Prospect vs Lead
Leads vs. Marketing Audiences
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Sales
(10)
Auto and Manual Lead Assignment
How to Assign Leads
How to Create Custom Statuses
Prospect to Lead Flow
About Deals
About Territories
How to Work a Lead
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About Sales Analytics
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About Automations and Runs
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About Segments
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Marketing and Email
(7)
About Domains and Domain Health
How to Build an Email
How to Send Email
Creating Content and Workflows
Understanding UTM Parameters
About Link Tracking
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About Email in FS Ai
Operations
(5)
About Locations
How to Upload and Manage Assets
How to Manage FDDs
About Sequences and Workflows
How Assets Reach Your Franchisees
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Portal and Forms
(3)
How to Edit Your Portal
How to Build a Form
How to Use E-Signature
Calendar
(1)
How to Connect Your Calendar