Articles
National Accounts
Overview
Our built-in National Account functionality allows you to create a “national account” organization that serves as a master, parent-level organization for tracking contacts across franchisee organizations.
When this functio...
Donation Parts (REVIEW WITH LEAH)
Overview Have a donation campaign you would like to share with your customers? You can set this up at the brand level. Creating Donation Parts Go to Dashboard > Tools > Configuration > A dd – create the donation part If the part is Activ...
Lead Distribution and Marketing
Overview
As a brand admin, you have several tools in ServiceMinder to help manage communication, lead routing, and territory ownership across your franchise network.
With Email Marketing Campaigns , you can send brand-wide email bla...
Brand Templates - Organization Custom Fields
Overview Sometimes a brand needs to have their own top-level custom fields for organizations. These can be created once in Dashboard, then each organization can have their own values input, and can use those custom field shortcodes like any oth...
Accounting Classes
Overview
Accounting Classes provide a way to include royalties with owned territories for more comprehensive end-of-period reporting. Typically, the ServiceMinder team sets this up for the brand during onboarding.
If you have a new f...