Leads

What are Leads and how do you work with them?

Activities & Tasks

Register each interaction with a customer as Activity or Task, in order to keep all actions traceable.

Cases

Find an overview of everything that has happened in a process

Contacts

What is a Contact, how and when do you create a new Contact, and where do you find existing ones?

Accounts

What is an Account compared to a Contact, how and when do you create a new one and where do you find existing ones?

Files

How to work with files in EASI'R, where and how to upload and access them.

Other Concepts

Escalations, Milestones, Relations path, Notifications

Setting up EASI'R

How to set up your EASI'R profile, signature and other settings.