Keep franchise campaign records updated for business owners
Keep franchise campaign records updated for business owners
Business owners miss studio campaign payments in spreadsheets, causing fulfillment and reporting gaps. It marks the franchise spreadsheet when payments arrive so ops and accounts can start fulfillment.
Overview
Missed payment records create fulfillment gaps and messy reporting for business owners. This workflow ensures the franchise spreadsheet reflects campaign purchases as payments post, eliminating manual reconciliation and giving operations and account managers immediate visibility to begin fulfillment.
Notable Features
- Update franchise spreadsheet on payment
- Notify operations and account managers
- Check studio record before update