Here are some helpful tips and tricks to help you get the most out of FranFunnel.
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🚀 Quick Actions & Efficiency
Quick Reply Templates
- Create saved reply templates for common responses and access them instantly from the timeline
- Go to any lead's timeline and use the "Quick Reply" action to send pre-written messages
- Your most recently used replies appear first for faster access
- Use live variables like
{{ lead.firstName }}to automatically populate lead info. Here are the variables we support:{{ lead.firstName }}{{ lead.lastName }}{{ lead.city }}{{ lead.state }}
Lead Autocomplete Search
- Use the search bar to quickly find leads by typing just part of their name
- Search works across first name, last name, and even partial matches
- Results are sorted by most recent, so your latest leads appear first
Bulk Lead Operations
- Mark all leads as read with one click from the main leads view
- Export leads in bulk with custom date ranges and source filtering
- Import leads in bulk by uploading CSV files directly through the interface
📅 Calendar & Scheduling
One-Click Appointment Scheduling
- Schedule appointments directly from any lead's timeline without leaving FranFunnel
- Calendar integration automatically creates events with lead details pre-filled
- Set up default appointment templates with lead information automatically populated
Calendar Integration Setup
- Connect your calendar once and schedule appointments seamlessly
- Customize default appointment titles, descriptions, and locations using lead data
🤖 Automation & Drip Campaigns
Smart Drip Campaign Management
- Pause and resume drip campaigns for individual leads with the "drip" toolbar button (once a lead responds they are paused no matter what)
- Run separate drip campaigns based on any field, like lead source, city, state, or franchise (contact your Account Representative for more details)
- Drips automatically end when you contact a lead, preventing awkward follow-ups
- Start or stop drip campaigns based on signals from your CRM (contact your Account Representative for more details)
Check out this article for best practices in campaign setup, execution, and optimization.
🤖 AI Assistance
Optional AI Engagement
- Enable AI to respond instantly to new leads via text or voice when speed matters
- AI is best used for early-stage engagement, qualification, and scheduling
- You control when AI is active — nothing runs without your rules
AI Qualification Conversations
- AI can ask common qualification questions (investment range, timeline, location, interest level)
- Text responses are logged directly into the lead timeline
- AI pauses immediately when a lead asks for a real person
AI-Powered Scheduling
- AI can offer available meeting times and book appointments automatically
- Calendar availability is respected in real time
- Once a meeting is booked, AI hands the conversation to your team
- The AI will intelligently handle scheduling edge cases like cancellations, rescheduling, adding additional guests, etc.
Human Handoff (Always On)
- AI exits the conversation the moment:
- A lead requests a human
- A lead is marked “qualified” in your CRM
- A rep manually jumps in
- Your team always sees the full conversation context
⚙️ Advanced Automation & Routing
Decision-Based Automation (Not Basic Drips)
- Automations react to real signals, not just time delays
- Start, pause, or stop outreach based on:
- Lead replies
- CRM stage changes
- Booked meetings
- Lead source or territory
Lead Routing Logic
- Automatically route leads based on:
- Geography (state, ZIP, territory)
- Broker vs direct lead source
- Availability of reps
- Ownership updates sync back to your CRM instantly
After-Hours & Timing Rules
- Send immediate “we got your info” messages after hours
- Schedule follow-ups for the next business window automatically
- Prevent awkward late-night or early-morning messages
Quality Lead Filters
- Use rules to control which leads enter automation
- Pause or exit leads that don’t meet your criteria
- Focus your team only on leads worth working
Automation Kill Switch
- Any reply from a lead immediately pauses automation
- Manual rep messages override all automations
- Nothing competes with a real conversation
🔍 Advanced Search & Filtering
Smart Search Filters
- Quickly find the leads you need! You can filter by:
- Salesperson
- Franchise
- City
- State
- Zip Code
- Country
Timeline Archive & Organization
- Archive timeline items you don't need to see regularly
- Mark leads as "un-read" to bring them back to your attention
- Use the star feature to highlight important leads
📊 Data Management
Custom Lead Export
- Export leads with a customized set of columns to include the exact data your team needs (Contact your FranFunnel Account Representative for more details and setup assistance)
- Choose specific date ranges and lead sources for targeted exports
- Get exported data emailed directly to you as CSV files
Lead Import with Smart Processing
- Upload CSV files to import leads in bulk
- The system automatically processes and validates imported data
- Track import status and get notifications when processing is complete
CRM Sync
- Sync messaging activity from FranFunnel into your CRM
- Connect FranFunnel to your lead sources and have FranFunnel create leads, activities, deals, tasks, etc in your CRM
📱 Mobile & Cross-Platform
Mobile App Features
- Access all core features on mobile devices
- Send SMS and make calls directly from the mobile app
- View lead information on the go
Push Notifications
- Get notified of new lead interactions on your mobile device
- Stay updated on important lead activities even when away from your desk
🎯 Lead Management
Lead Status Tracking
- Use the "contacted" status to track when you've made contact
- Archive leads to clean up your active list while keeping the data
Timeline Actions
- Leave notes directly on the timeline for future reference
- Send SMS messages and track responses
- Make calls and log call outcomes
- Star important leads for quick access
🔧 Pro Tips
Messaging Shortcuts
- Use Shift + Enter for line breaks
- Hit the emoji button to choose emojis
Lead Duplicate Handling
- Configure how FranFunnel handles duplicate leads in your drip campaigns
- Choose whether to enroll duplicate leads in new campaigns or skip them
Time Zone Management
- Set your timezone in settings to ensure all appointments and schedules are accurate
- FranFunnel automatically converts times for calendar integrations
Set Up Temporary Messages for Holidays
- Need your autoresponder to say something different during a holiday or weekend? We can schedule a custom message for that time and switch it back automatically (Contact your FranFunnel Account Representative for more details and setup assistance)
Error Codes
- If you run across a messaging error code, look it up on our guide for more information.
These tips should help you work more efficiently and discover features you might not have known existed in FranFunnel!