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Guides, release notes, tips & tricks, your ideas. All about RAYNET CRM at one place.
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Getting started
Create your First Records
Do Not Miss
Basic settings
Tips & Tricks
Mass changes
Tips
Integrations and Connections
User's Guide
Access Raynet CRM
Dashboard
Calendar
- Calendar
- Calendar view
- Calendar filters
- Unplanned Activities in the Calendar
- Calendar miniature
- Creating Activities in the Calendar
Accounts
Contacts
Leads
Deals
- Create a Deal
- Deal details
- Deal Action overview
- Deal Stages
- Adding Products to the Deal
- Adding Products to the Deal from the Price List
Products
Projects
Price List
Activities
Documents
Analysis
- Pipeline
- Sales Development
- Business Success
- Sales by Products
- Sales by Representatives
- Number of Deals
Security
Email tracking
Mass email
Settings
- Add new Users
- Licence removal
- Import your Accounts
- Import Leads
- Edit the Header and Footer
- Numerical series