EASI’R is a lead-management software that helps you manage your central leads and dealership-owned leads by processing them quickly and easily.
What are Leads and how do you work with them?
Register each interaction with a customer as Activity or Task, in order to keep all actions traceable.
Find an overview of everything that has happened in a process
What is a Contact, how and when do you create a new Contact, and where do you find existing ones?
What is an Account compared to a Contact, how and when do you create a new one and where do you find existing ones?
How to work with files in EASI'R, where and how to upload and access them.
Escalations, Milestones, Relations path, Notifications
How to set up your EASI'R profile, signature and other settings.