Raynet CRM Basics and Tutorials Help Center home page
Čeština Polski

Nápověda

  • Jak začít

  • Webináře a školení

  • Novinky v Raynetu

  • Zeptejte se podpory

S čím vám dnes poradíme?

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
See all 10 articles

Download and Login

  • Download and Log in to the Mobile App
  • How to Navigate the Mobile App

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
See all 12 articles

Mobile App Tips and Tricks

  • Business Card Scanning
  • Notifications in the Mobile App
  • Uploading Attachments in the Mobile App
  • Speech Recognition in the Mobile App
  • Quick Note in the Mobile App

Access Raynet CRM

  • Log in to Raynet
  • Forgotten Password
  • Changing your Password
  • Password Rule Settings
  • Two-Factor Authentication
  • Login Email Address Verification

Pricing Plans

  • Active feature: SSO
  • Active feature: INBOX
  • Active feature: visibility tree
  • Maximum number of users exceeded (START plan)
  • Maximum number of records exceeded
  • Maximum number of custom fields exceeded
See all 14 articles

Create your First Records

  • Create a New Account
  • Create a New Contact
  • Create a New Activity
  • Create a New Deal

Basic Application Settings

  • Adding and Removing Users
  • Mass Account and Contact Import
  • Account Cancellation

Dashboard

  • My results
  • Dashboard
  • Chatter
  • Birthdays and Anniversaries

Main Settings

  • Mass ownership change
  • Login with Google account or Microsoft Entra ID - SSO
  • Record Detail Customization
  • Number Formatting
  • Language Change
  • Picklists
See all 12 articles

Security

  • User Roles
  • Record Visibility
  • Security Levels
  • User Permissions
  • Visibility Tree and Security Profiles
  • Visibility Tree
See all 8 articles

Special Features

  • Linking record
  • Contact labels
  • Automatic addition of email assistant to outgoing emails
  • Discussion in New Details
  • Note
  • RAYNET AI
See all 22 articles

Documents

  • Documents
  • File Action Overview
  • Folder Action Overview

Mass Changes

  • Mass import of clients and contacts
  • Mass Edit
  • Mass Ownership Change
  • Mass Account and Contact Import
  • Mass Lead Import
  • Mass Product Import and Update

Accounts

  • Create an Account
  • Account Detail
  • Account Action overview
  • Multiple addresses
  • Relations between Accounts
  • Delete or Invalidate an Account

Contacts

  • Create a Contact
  • Contact Detail
  • Contact Action Overview
  • Connect a Contact to Multiple Accounts
  • Delete or Invalidate a Contact
  • Contact Anonymization

Leads

  • Create a Lead
  • Lead Detail
  • Lead Conversion
  • Lead Action Overview

Deals

  • Create a Deal
  • Deal Detail
  • Deal Action Overview
  • Deal Stages
  • Trade Types
  • Series of Deals
See all 13 articles

Quotes and Sales Orders

  • Create a Quote and Sales Order
  • Quote Detail
  • Sales Order Detail
  • Quote and Sales Order Action Overview
  • Send Quote and Sales Order by Email
  • Synchronization of Deal with Quote and Sales Order

Projects

  • Removing the deal from the project
  • Create a Project
  • Project Detail
  • Project Action Overview
  • Add Deals to a Project

Products and Price Lists

  • Using Price Lists
  • Mass Product Import and Update
  • Price List Action Overview
  • Add Products to a Price List
  • Product Action overview
  • Product Costs
See all 8 articles

Analyses

  • Map Analysis
  • ABC Analysis
  • Deal Profitability
  • Profit Development
  • Number of Completed Activities
  • Product Performance
See all 14 articles

Calendar

  • How to Use the Calendar
  • Filtering in the Calendar
  • Not Scheduled Activities in the Calendar

Activities

  • Create an Activity
  • Mass Activity Creation
  • Activity Detail
  • Activity Action Overview
  • Activity Reminder
  • Activity Category and Color
See all 12 articles

Integration Partners

  • Quantica Solutions a.s.
  • VÍTKOVICE IT SOLUTIONS a.s.
  • SimpleCloud Ltd.
  • SCOVECO, Ltd.
  • OptimSys, Ltd.
  • First information systems, s.r.o.

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
See all 20 articles

Bulk Email

  • Integration with Mailchimp
  • Export Contacts to Mailchimp

Introduction and how to use automation

  • Introduction to Automations
  • Using Automations
  • Automations - FAQ

Automation rules

  • Examples of automations for selected activities
  • Automation Triggers
  • Automation Conditions
  • Automation Actions
  • Running the Automation

Automated e-mails

  • Automated Emails – Conditions and General Settings
  • Creating automated e-mails

Creating automations

  • Change Owner, Delete and Validate Automations
  • Creating Automations from a Template
  • Using the Automation Editor

Automation settings for administrators

  • Enabling Automations by Administrators and Pricing
  • Automation Overview
  • Execution History

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
See all 9 articles

Email assistant

  • How to Work with Emails: Email Assistant
  • Assign an Email to a Specific Record
  • Add an Alternative Email Address to Your Profile

General Questions

  • Invitation for support to the CRM account
  • Loyalty program
  • Partners
  • Data Import
  • Payment for Raynet CRM
  • How can I back up my data?
See all 9 articles

User Questions

  • How to add GPS coordinates to the account address?
  • How do I send a meeting invitation by email?
  • How do I set the default email client?
  • Why did the imported email become a private activity?
  • Why isn't my email assistant working?

Administrator Questions

  • How to generate an API key?
  • Where can I find the API documentation?
  • How to get inquiries from your website into Raynet?
  • Our company's contact details have changed. Where can I edit them?

Information about New Versions

  • Version 3.135.0
  • Version 3.15.0
  • Version 3.10.0
  • Version 2.55
  • Version 2.54
  • Version 2.52
See all 20 articles

Začínáte s Raynetem?

Mrkněte na minisérii 6 videí a za odpoledne ho budete znát jako vlastní ploutve.

JAK ZAČÍT

Sledujte SalesMajstra

6 videí o tom, jak lépe vyjednávat

PROZKOUMAT

Knowledge Base

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
See all 10 articles

Download and Login

  • Download and Log in to the Mobile App
  • How to Navigate the Mobile App

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
See all 12 articles

Mobile App Tips and Tricks

  • Business Card Scanning
  • Notifications in the Mobile App
  • Uploading Attachments in the Mobile App
  • Speech Recognition in the Mobile App
  • Quick Note in the Mobile App

Access Raynet CRM

  • Log in to Raynet
  • Forgotten Password
  • Changing your Password
  • Password Rule Settings
  • Two-Factor Authentication
  • Login Email Address Verification

Pricing Plans

  • Active feature: SSO
  • Active feature: INBOX
  • Active feature: visibility tree
  • Maximum number of users exceeded (START plan)
  • Maximum number of records exceeded
  • Maximum number of custom fields exceeded
See all 14 articles

Create your First Records

  • Create a New Account
  • Create a New Contact
  • Create a New Activity
  • Create a New Deal

Basic Application Settings

  • Adding and Removing Users
  • Mass Account and Contact Import
  • Account Cancellation

Dashboard

  • My results
  • Dashboard
  • Chatter
  • Birthdays and Anniversaries

Main Settings

  • Mass ownership change
  • Login with Google account or Microsoft Entra ID - SSO
  • Record Detail Customization
  • Number Formatting
  • Language Change
  • Picklists
See all 12 articles

Security

  • User Roles
  • Record Visibility
  • Security Levels
  • User Permissions
  • Visibility Tree and Security Profiles
  • Visibility Tree
See all 8 articles

Special Features

  • Linking record
  • Contact labels
  • Automatic addition of email assistant to outgoing emails
  • Discussion in New Details
  • Note
  • RAYNET AI
See all 22 articles

Documents

  • Documents
  • File Action Overview
  • Folder Action Overview

Mass Changes

  • Mass import of clients and contacts
  • Mass Edit
  • Mass Ownership Change
  • Mass Account and Contact Import
  • Mass Lead Import
  • Mass Product Import and Update

Accounts

  • Create an Account
  • Account Detail
  • Account Action overview
  • Multiple addresses
  • Relations between Accounts
  • Delete or Invalidate an Account

Contacts

  • Create a Contact
  • Contact Detail
  • Contact Action Overview
  • Connect a Contact to Multiple Accounts
  • Delete or Invalidate a Contact
  • Contact Anonymization

Leads

  • Create a Lead
  • Lead Detail
  • Lead Conversion
  • Lead Action Overview

Deals

  • Create a Deal
  • Deal Detail
  • Deal Action Overview
  • Deal Stages
  • Trade Types
  • Series of Deals
See all 13 articles

Quotes and Sales Orders

  • Create a Quote and Sales Order
  • Quote Detail
  • Sales Order Detail
  • Quote and Sales Order Action Overview
  • Send Quote and Sales Order by Email
  • Synchronization of Deal with Quote and Sales Order

Projects

  • Removing the deal from the project
  • Create a Project
  • Project Detail
  • Project Action Overview
  • Add Deals to a Project

Products and Price Lists

  • Using Price Lists
  • Mass Product Import and Update
  • Price List Action Overview
  • Add Products to a Price List
  • Product Action overview
  • Product Costs
See all 8 articles

Analyses

  • Map Analysis
  • ABC Analysis
  • Deal Profitability
  • Profit Development
  • Number of Completed Activities
  • Product Performance
See all 14 articles

Calendar

  • How to Use the Calendar
  • Filtering in the Calendar
  • Not Scheduled Activities in the Calendar

Activities

  • Create an Activity
  • Mass Activity Creation
  • Activity Detail
  • Activity Action Overview
  • Activity Reminder
  • Activity Category and Color
See all 12 articles

Integration Partners

  • Quantica Solutions a.s.
  • VÍTKOVICE IT SOLUTIONS a.s.
  • SimpleCloud Ltd.
  • SCOVECO, Ltd.
  • OptimSys, Ltd.
  • First information systems, s.r.o.

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
See all 20 articles

Bulk Email

  • Integration with Mailchimp
  • Export Contacts to Mailchimp

Introduction and how to use automation

  • Introduction to Automations
  • Using Automations
  • Automations - FAQ

Automation rules

  • Examples of automations for selected activities
  • Automation Triggers
  • Automation Conditions
  • Automation Actions
  • Running the Automation

Automated e-mails

  • Automated Emails – Conditions and General Settings
  • Creating automated e-mails

Creating automations

  • Change Owner, Delete and Validate Automations
  • Creating Automations from a Template
  • Using the Automation Editor

Automation settings for administrators

  • Enabling Automations by Administrators and Pricing
  • Automation Overview
  • Execution History

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
See all 9 articles

Email assistant

  • How to Work with Emails: Email Assistant
  • Assign an Email to a Specific Record
  • Add an Alternative Email Address to Your Profile

General Questions

  • Invitation for support to the CRM account
  • Loyalty program
  • Partners
  • Data Import
  • Payment for Raynet CRM
  • How can I back up my data?
See all 9 articles

User Questions

  • How to add GPS coordinates to the account address?
  • How do I send a meeting invitation by email?
  • How do I set the default email client?
  • Why did the imported email become a private activity?
  • Why isn't my email assistant working?

Administrator Questions

  • How to generate an API key?
  • Where can I find the API documentation?
  • How to get inquiries from your website into Raynet?
  • Our company's contact details have changed. Where can I edit them?

Information about New Versions

  • Version 3.135.0
  • Version 3.15.0
  • Version 3.10.0
  • Version 2.55
  • Version 2.54
  • Version 2.52
See all 20 articles

Getting started with Raynet CRM?

Take a look at the short videos and by the afternoon you´ll be swimming through Raynet CRM like a fish in watter.

GETTING STARTED

Baza wiedzy

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
See all 10 articles

Download and Login

  • Download and Log in to the Mobile App
  • How to Navigate the Mobile App

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
See all 12 articles

Mobile App Tips and Tricks

  • Business Card Scanning
  • Notifications in the Mobile App
  • Uploading Attachments in the Mobile App
  • Speech Recognition in the Mobile App
  • Quick Note in the Mobile App

Access Raynet CRM

  • Log in to Raynet
  • Forgotten Password
  • Changing your Password
  • Password Rule Settings
  • Two-Factor Authentication
  • Login Email Address Verification

Pricing Plans

  • Active feature: SSO
  • Active feature: INBOX
  • Active feature: visibility tree
  • Maximum number of users exceeded (START plan)
  • Maximum number of records exceeded
  • Maximum number of custom fields exceeded
See all 14 articles

Create your First Records

  • Create a New Account
  • Create a New Contact
  • Create a New Activity
  • Create a New Deal

Basic Application Settings

  • Adding and Removing Users
  • Mass Account and Contact Import
  • Account Cancellation

Dashboard

  • My results
  • Dashboard
  • Chatter
  • Birthdays and Anniversaries

Main Settings

  • Mass ownership change
  • Login with Google account or Microsoft Entra ID - SSO
  • Record Detail Customization
  • Number Formatting
  • Language Change
  • Picklists
See all 12 articles

Security

  • User Roles
  • Record Visibility
  • Security Levels
  • User Permissions
  • Visibility Tree and Security Profiles
  • Visibility Tree
See all 8 articles

Special Features

  • Linking record
  • Contact labels
  • Automatic addition of email assistant to outgoing emails
  • Discussion in New Details
  • Note
  • RAYNET AI
See all 22 articles

Documents

  • Documents
  • File Action Overview
  • Folder Action Overview

Mass Changes

  • Mass import of clients and contacts
  • Mass Edit
  • Mass Ownership Change
  • Mass Account and Contact Import
  • Mass Lead Import
  • Mass Product Import and Update

Accounts

  • Create an Account
  • Account Detail
  • Account Action overview
  • Multiple addresses
  • Relations between Accounts
  • Delete or Invalidate an Account

Contacts

  • Create a Contact
  • Contact Detail
  • Contact Action Overview
  • Connect a Contact to Multiple Accounts
  • Delete or Invalidate a Contact
  • Contact Anonymization

Leads

  • Create a Lead
  • Lead Detail
  • Lead Conversion
  • Lead Action Overview

Deals

  • Create a Deal
  • Deal Detail
  • Deal Action Overview
  • Deal Stages
  • Trade Types
  • Series of Deals
See all 13 articles

Quotes and Sales Orders

  • Create a Quote and Sales Order
  • Quote Detail
  • Sales Order Detail
  • Quote and Sales Order Action Overview
  • Send Quote and Sales Order by Email
  • Synchronization of Deal with Quote and Sales Order

Projects

  • Removing the deal from the project
  • Create a Project
  • Project Detail
  • Project Action Overview
  • Add Deals to a Project

Products and Price Lists

  • Using Price Lists
  • Mass Product Import and Update
  • Price List Action Overview
  • Add Products to a Price List
  • Product Action overview
  • Product Costs
See all 8 articles

Analyses

  • Map Analysis
  • ABC Analysis
  • Deal Profitability
  • Profit Development
  • Number of Completed Activities
  • Product Performance
See all 14 articles

Calendar

  • How to Use the Calendar
  • Filtering in the Calendar
  • Not Scheduled Activities in the Calendar

Activities

  • Create an Activity
  • Mass Activity Creation
  • Activity Detail
  • Activity Action Overview
  • Activity Reminder
  • Activity Category and Color
See all 12 articles

Integration Partners

  • Quantica Solutions a.s.
  • VÍTKOVICE IT SOLUTIONS a.s.
  • SimpleCloud Ltd.
  • SCOVECO, Ltd.
  • OptimSys, Ltd.
  • First information systems, s.r.o.

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
See all 20 articles

Bulk Email

  • Integration with Mailchimp
  • Export Contacts to Mailchimp

Introduction and how to use automation

  • Introduction to Automations
  • Using Automations
  • Automations - FAQ

Automation rules

  • Examples of automations for selected activities
  • Automation Triggers
  • Automation Conditions
  • Automation Actions
  • Running the Automation

Automated e-mails

  • Automated Emails – Conditions and General Settings
  • Creating automated e-mails

Creating automations

  • Change Owner, Delete and Validate Automations
  • Creating Automations from a Template
  • Using the Automation Editor

Automation settings for administrators

  • Enabling Automations by Administrators and Pricing
  • Automation Overview
  • Execution History

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
See all 9 articles

Email assistant

  • How to Work with Emails: Email Assistant
  • Assign an Email to a Specific Record
  • Add an Alternative Email Address to Your Profile

General Questions

  • Invitation for support to the CRM account
  • Loyalty program
  • Partners
  • Data Import
  • Payment for Raynet CRM
  • How can I back up my data?
See all 9 articles

User Questions

  • How to add GPS coordinates to the account address?
  • How do I send a meeting invitation by email?
  • How do I set the default email client?
  • Why did the imported email become a private activity?
  • Why isn't my email assistant working?

Administrator Questions

  • How to generate an API key?
  • Where can I find the API documentation?
  • How to get inquiries from your website into Raynet?
  • Our company's contact details have changed. Where can I edit them?

Information about New Versions

  • Version 3.135.0
  • Version 3.15.0
  • Version 3.10.0
  • Version 2.55
  • Version 2.54
  • Version 2.52
See all 20 articles

Rozpoczynasz korzystanie z Raynet?

Zapoznaj się z krótkimi filmami, a wkrótce będziesz czuł się w Raynet CRM jak ryba w wodzie.

PIERWSZE KROKI