Close the Deal

This is the stage where a worked lead becomes a signed franchisee in Franchise Systems Ai (FS Ai).

You are here once a lead is qualified and ready to move forward. You need to open a deal, disclose the FDD, collect signatures, and convert them into a franchisee.

Everything below lives on the Deal tab of a lead's detail panel, which you reach under Sales → Pipeline on the Leads tab.

Each deal carries a type, a status, its documents and signatures, and a Convert To Franchisee button once it is ready.

What to do

1. About Deals: understand the deal record, its type and status, and the convert action that turns a closed deal into a franchisee.

2. How to Manage FDDs: upload your Franchise Disclosure Document, assign it by state, and track its filing status before you disclose.

3. How to Use E-Signature: send the FDD and other documents for signing and watch each signature come back, all from the deal.

4. How to Connect Your Calendar: connect your calendar so you can schedule the discovery and closing calls with candidates that move a deal to signed.

The close happens inside the platform. You disclose the FDD, send documents for signing, and collect completed signatures from the deal itself, and applicants sign inside their own portal without leaving it. See How to Use E-Signature.

Next up: Operate Your Franchisees, where a signed deal becomes a franchisee you actually run.