Work Your Pipeline

Your pipeline is where prospects and leads become a real sales process in Franchise Systems Ai (FS Ai).

You are in this stage once people are in the platform and you need to route them to the right rep, track where each one stands, and keep them moving toward a deal.

Everything below lives under Sales → Pipeline, on the Leads tab.

Each lead carries a status, a segment, a progress count, and an assigned owner.

What to do

1. Auto and Manual Lead Assignment: decide whether new leads route to reps automatically by round-robin or wait for you to assign them by hand.

2. How to Assign Leads: assign or reassign a single lead, or a batch of them, to a rep directly from the leads table.

3. How to Create Custom Lead Statuses: define your own stages so the pipeline matches how your team actually sells.

4. How to Work a Lead: open a lead's detail panel to message them, add tasks, and see their full history in one place.

5. About Territories: manage geographic compliance and deal distribution as leads arrive from different regions.

6. About Sales Analytics: check how the pipeline is performing and spot where leads are stalling.

Your stages, not ours. Statuses are fully customizable, so the pipeline mirrors the process you already run instead of forcing you into a fixed set of stages. See How to Create Custom Lead Statuses.

Next up: Close the Deal, where you turn a worked lead into a signed franchisee with deals, FDDs, and e-signatures.