Getting started with EASI'R
EASI’R is a lead-management software that helps you manage your central leads and dealership-owned leads by processing them quickly and easily.
Mobile App
EASI'R Now Mobile App
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.