FAQ

Comment créer une liste de clients pour une vente privée.

How to calculate a deal for a client from another province?
Q: How to calculate a deal for a client from another province*? A: Before you start close your EasyDeal down and right click on the EasyDeal icon. Selec...
Wed, 18 Sep, 2019 at 1:25 PM
How to change the language in EasyDeal?
On the main page, click on the tool icon (bottom right) and click on English. EasyDeal will be displaid in French and will print the documents in French too...
Thu, 15 Aug, 2019 at 9:30 AM
How to change the printer selection in EasyDeal?
Q:How to change the printer in easyDeal A: On the main EasyDeal page       1. Click on the tool Icon      2. Select Training/Printer button      3. T...
Tue, 23 Jul, 2019 at 11:34 AM
How to configure bank rates in EasyDeal?
The rates offered by the manufacturers in purchase and lease are updated automatically but the regular bank rates must be added manually. Here are the steps...
Tue, 9 Jul, 2019 at 2:06 PM
How to create clients list for a private sale?
In the CRM module click on 'Private Sales Invitation'. Click on 'Create Private Sale'. Choose the 'Campaign Type'. Complete the '...
Wed, 23 Oct, 2019 at 9:49 AM
How to delete a user in EasyDeal?
Make sure you do not lose information about your prospects and customers. Follow the steps carefully. You will not be able to delete the user if EasyDeal i...
Tue, 9 Jul, 2019 at 2:06 PM
How to display the Actual cost value assigned to a trading vehicle?
The Actual cost value can be entered by clicking on the magnifying glass on the Trade-in line. To display this value, you must click on the Cost button at t...
Tue, 9 Jul, 2019 at 2:38 PM
How to produce inventory reports of new and used vehicles?
To produce reports in Excel (xlsx) format. • Click on CRM, Statistics, XLS / Excel Report, Inventory. • Top right select one or more of the following choi...
Tue, 9 Jul, 2019 at 2:05 PM
How to remove a contract and put a vehicle back in inventory?
To complete this action, the Allow complete prospect management setting must be YES in Salesperson inscription. If a transaction is canceled and you wish t...
Tue, 9 Jul, 2019 at 2:07 PM
SQL SERVER does not exist or the access is denied
When you try to open EasyDeal and you get this error message ''SQL SERVER does not exist or the access is denied''  (There are 2 reaso...
Wed, 23 Feb, 2022 at 3:28 PM