Franchise support

Template

Manage your franchisee’s requests quickly and using automation. Set up SLAs, send automatic emails, qualify through priority status, set a deadline and assign a person responsible.

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Pipefy

Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Franchise identification
  2. Name
  3. Email
  4. Department
    • Board
    • Administration
    • Finance
    • Commercial
    • Reception
    • Logistical support
  5. Subject
    • Financial
    • Commercial
    • Administrative
    • Contract / Budgets
    • Technical
    • Report
    • Other
  6. Type
    • Request
    • Incident
    • Problem
    • Complaint
    • Suggestion
    • Doubt
  7. Request description
  8. Occurrence date
  9. Attachment
  10. ID

Screening

  1. Priority
  2. Assignee
  3. Deadline
  4. Comments

Solving

  1. Assignee
  2. Started at
  3. Recommended solution
  4. Attachment

Paused

  1. Assignee
  2. Paused at
  3. Reason for pausing
  4. Attachment

Awaiting return from third party

  1. Assignee
  2. Follow-up reminder
  3. Pending action description
  4. Attachment

Finished Campaigns

Archived

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