Page Comparison

JIMBO 1.5.0 Release notes

New Enquiries / Prospective Franchisees

Summary

Prospective franchisees have been added to Jimbo. We have based the development on the first five stages of the process as per FMS which are Enquired, Spoken to FSO, Information Kit, Interview and Trailing Results.

We have also split our development into multiple stages and this is just the first release.

Home page changes

On the Jimbo Home page, new enquiries will display first, in blue and will have a stage of Enquired. The person’s name and date and time they called will display.

Only three at a time display on the home page and they will be the ones you need to call first.

You will be able to call the prospect by clicking on the call icon and their number will automatically come up to call.

You can select a card from here and see more details about the prospective franchisee.

Call notes (for prospectives)

When you have finished your call, the Call note page will display where you can manually add a note about the conversation. This is a private note. The note date will be recorded.

The call date, time and duration are recorded here and on the overall notes page for the prospect. This is also recorded in FMS in the notes section.

To complete the note, click on “Submit to FMS” button

Prospects

We have created a new Prospects menu option at the bottom of the App next to the “Calls” menu option. This is where all your Prospective Franchisee records will display.

Your prospective franchisee will display in order of stage for now. More filtering and searching capabilities will be in future releases.

You can select a card from here and see more details about the prospective franchisee and any calls and notes.

My Prospect

The “My Prospect” page has all the details about the prospective franchisee such as the name, date and time they originally called and the stage the enquiry is at.

1. You can call the prospect from this page using the call action button.

2. You can add a sticky note in My notes.

3. You can see the last note for this Prospective Franchisee

4. You can click to select to view All notes & activities where you can view all your call details to them as well as all your notes.

5. You can add a new note by using the “ADD NOTE” button at the bottom of the screen.

All Notes & Activities page

The All Notes & Activities page displays all the calls and call details when you have contacted your prospect as well as all your notes.

You can add a new note by using the Add note button at the bottom of the screen:

Adding note

The Prospect Note page displays the date of the note, the stage of where the enquiry is at and after you have edited you can Save the changes and “send to FMS”. If you click the X to leave the screen without saving your changes, you will get a reminder about saving the note.

Editing notes

Editing of notes is available according to FMS rules: notes can be edited within the first 24 hours of its creation.