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
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
- 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
- Quotes and Sales Orders in the Mobile App
Pricing Plans
- Active feature: Security Profiles
- Active feature: Automation
- Active feature: Security Levels
- Active feature: Custom logo
- Active feature: INBOX
- Active feature: SSO via Microsoft Entra ID
Main Settings
- Mass import of Accounts and contacts
- Record Detail Customization
- SSO login via Microsoft Entra ID
- Number Formatting
- Technical Requirements for Using Raynet CRM
- Mass Lead Import
Security
- Visibility Tree and Security Profiles
- Visibility Tree
- User Roles
- Record Visibility
- Security Levels
- User Permissions
Special Features
- Custom templates for exported documents
- Custom Logo and Menu Color in Raynet (Whitelabeling)
- Add-on Packages
- Note
- RAYNET AI
- Filtering
Accounts
- My company
- Create an Account
- Account Detail
- Account Action overview
- Multiple addresses
- Relations between Accounts
Products and Price Lists
- Mass import and update of products
- Using Price Lists
- Using Products
- Price List Action Overview
- Add Products to a Price List
- Product Action overview
Analyses
- Sales Pipeline
- Sales Pipeline Performance
- Sales Estimate
- Sales Development
- Sales by Product
- Sales by Sales Rep
Activities
- Create an Activity
- Mass Activity Creation
- Activity Detail
- Activity Action Overview
- Activity Reminder
- Activity Category and Color
Bulk Email
- Integration with Ecomail application
- Exporting contacts from Raynet to the Ecomail application
- Integration with the SmartEmailing application
- Exporting contacts from Raynet to SmartEmailing
- Integration with Quanda application
- Contact export from Raynet to Quanda
Integrations and Synchronization
- Synchronisation with invoicing system Fakturownia
- Integration with the Cribis system
- Integration with the AI Contact Center IPEX
- Integration with Zapier
- Integration with ERP system KROS ONIX
- Integration with the AI Contact Center IPEX
Integration Partners
- Quantica Solutions a.s.
- Integration Partner Overview
- ALUnico s.r.o.
- A.T.P. Software Ltd.
- Bubble Development Ltd.
- First information systems, s.r.o.
Email Inbox
- Connecting Email Inbox to Raynet
- What Is Raynetting?
- Migrating Unsupported Emails
- Email unraynetting
- Inbox List View
- Email Detailed Card
General Questions
- Recommend us
- How do I unlink a Contact Person from an Account?
- How do I change the items in the Status and Relationship dropdowns on the Account card?
- How do I restore an invalidated record?
- How to change the currency of an existing Deal?
- How should I record two subsidiary companies of the Account?
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