Nápověda
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TOP
Mobile App
Getting Started
User's Guide
Contact Database
Business
Calendar and Activities
Integrations
Automations
How to Work with Emails
FAQ and New Versions
TOP Guides
- 1. Log in to Raynet
- 2. Dowload and Log in to the Mobile App
- 3. Adding and Removing Users
- 4. Mass Account and Contact Import
- 5. How to Use the Calendar
- 6. Create a Deal
How to Use the Mobile App
- Dashboard in the Mobile App
- Calendar in the Mobile App
- Accounts in the Mobile App
- Contacts in the Mobile App
- Leads in the Mobile App
- Deals in the Mobile App
Pricing Plans
- How to resolve it - Deactivation of the visibility tree
- Active feature: SSO
- Active feature: INBOX
- Active feature: visibility tree
- Maximum number of users exceeded (START plan)
- Maximum number of records exceeded
Main Settings
- Mass ownership change
- Login with Google account or Microsoft Entra ID - SSO
- Record Detail Customization
- Number Formatting
- Language Change
- Picklists
Security
- User Roles
- Record Visibility
- Security Levels
- User Permissions
- Visibility Tree and Security Profiles
- Visibility Tree
Special Features
- Linking record
- Contact labels
- Automatic addition of email assistant to outgoing emails
- Discussion in New Details
- Note
- RAYNET AI
Products and Price Lists
- Using Price Lists
- Using Products
- Mass Product Import and Update
- Price List Action Overview
- Add Products to a Price List
- Product Action overview
Analyses
- Map Analysis
- ABC Analysis
- Deal Profitability
- Profit Development
- Number of Completed Activities
- Product Performance
Activities
- Create an Activity
- Mass Activity Creation
- Activity Detail
- Activity Action Overview
- Activity Reminder
- Activity Category and Color
Integrations and Synchronization
- Integration with the Cribis system
- How to sign a document online
- Integration with Money ERP
- Integration with the HELIOS iNuvio system
- Integration with UOL Accounting
- Integration with the invoicing system Fakturoid
Email Inbox
- Email unraynetting
- Connecting Email Inbox to Raynet
- What Is Raynetting?
- Inbox List View
- Email Detailed Card
- Creating a New Email in the Inbox
General Questions
- Invitation for support to the CRM account
- Loyalty program
- Data Import
- Payment for Raynet CRM
- How can I back up my data?
- How to switch to the paid version?
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Mrkněte na minisérii 6 videí a za odpoledne ho budete znát jako vlastní ploutve.
JAK ZAČÍT