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Knowledge base
User Guide
Home and interface
16
Logging out of iziflo
Modify your profile and password
Add your phone number and your default language
Edit your preferences on iziflo
The navigation bar
View all 16
Contacts
8
Search for a contact card
Create a contact card
View the contact form
Edit the contact form
Attach files as an attachment
View all 8
Calendar
6
Create an appointment from the calendar menu
Create an appointment from the contacts menu
Modify or delete an appointment
Add reminders in your calendar
Display your calendar
View all 6
Deals
38
The DEALS menu
Transactions status in the DEALS menu
Create a prospect
Find a prospect
Modify or convert a lead
View all 38
Financial plan
6
Create a consolidated financial plan (PF) for all the chassis
Modify and confirm the financial plan (PF)
Financial plan (PF) Validation - Default Display
Mass validation of multiple financial plans (FPs)
Sales file completion
View all 6
Stock
15
Consult the stock
Find a chassis
View the chassis information
Access chassis' record
Make a preparation request
View all 15
Blockage and hazards
5
Report a hazard
Modify or delete hazards
Processing hazards
Manage hazards via Excel
Block a chassis
Delivery / Transfer
12
Schedule a delivery
Modify or cancel a delivery (Calendar and Stock)
Confirm a delivery
Schedule a transfer
Generate the transfer order
View all 12
Possible actions on a chassis
14
Request an option
View my options requests
Modify or cancel an option request
Moderate the option request
Schedule a test drive
View all 14
Report / Chart
3
Pre-configured reports
Create a graph
Share a graph
Leads
15
Approach and leads management
Setting up user rights
Leads integration
View and leads assignment to sales rep
Manual and mass assignment of leads to a sales representative
View all 15
Campaigns
17
Create a campaign
Campaign statistics
Export campaign results
Processable / unprocessable contacts
Campaign - "Remind me later"
View all 17
Products
13
Products menu
Create a model in the products menu
Create a version in the products menu
Version modification
Product administration
View all 13
Settings
14
Zone, branches, companies and dealership settings
Create a new user
Duplicate a user profile
Modify a user
Create a new profile
View all 14
Users guide - CFAO specificities
CERFA signed in attachments
1
Administrative documents
Products
1
Adding media to a brand
Excel export - Choose the language
1
Excel export - Choose the language
Campaigns
3
Marketing campaigns - Excel segmentation
Marketing campaigns - Preset segmentation
CSS Campaigns - Targeting criteria
Stock
0
Parameters
0
Release notes - 2.2.0 - January 2025
Release Notes
4
Release notes - 2.2.0 - January 2025
Release - 2.1.0 - August 2024
Release Notes - 2.0.0 - february 2024
Release Notes - 1.11.0 - july 2023