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Getting Started
User's Guide
Contacts
Business
Calendar and Activities
Integrations
How to work with emails
FAQ and Information about new versions
Integrations
- CRM calendar and Outlook 2007 and newest (one-way synchronization)
- Integration with MailChimp Application
- Contact export from RAYNET to Mailchimp
- Synchronization with Google Calendar
- CRM calendar and iPhone (one way synchronization)
- CRM Calendar and iCal (one way synchronization)
Security
- Security Settings
- User Roles
- Security Levels
- Record Export Permission
- Google Sync Permissions
- Permission to change records
Mass changes
- Mass Edit
- Mass Edit of Owner
- Mass Import of Accounts
- Mass Import of Leads
- Bulk change of records
- Bulk deletion / cancellation of products
Accounts
- Labels
- Create an Account
- Account details
- Account Action overview
- Multiple addresses
- Links between clients
Analysis
- Pipeline
- Business Success
- Salesman Success Rate
- Sales Development
- Sales by Products
- Sales by Representatives
Calendar
- Calendar
- Calendar view
- Calendar filters
- Move activity in Calendar
- Right Mouse Button in the Calendar
- Unplanned Activities in the Calendar
Activities
- Create an Activity
- Activity details
- Activity Action overview
- Activity Reminder
- Activity Paricipants change
- Custom Category and Classification field names
Integrations and Connections
- Synchronization with Google Calendar
- Synchronization with Google Contacts
- Integromat - create your own scenarios
- CRM calendar and Outlook 2007 and newest (one-way synchronization)
- CRM calendar and iPhone (one way synchronization)
- CRM Calendar and iCal (one way synchronization)
Email assistant
- Assign an e-mail to a record in CRM
- How RAYNET works with Emails
- File an email to a Deal
- How Raynet Works with Emails
- How to send emails from different email addresses to RAYNET
- Forward an incoming e-mail to the CRM "as an attachment"
FAQ
- What is CRM?
- What are the payment options for CRM?
- How much does one license cost? What is included in the license price?
- Is the trial version of CRM different from paid?
- Can Raynet have multiple users at once?
- How to switch to the paid version? What happens to the data that is now in trial?