This video should take less than one minute. Did we make it?
If you are starting out with RAYNET, you could use the mass import of contacts.
Now, let's move to a step-by-step tutorial on how to create a new account:
- Click the Accounts option in the Address book menu
- Click the New option in the newly opened tab Accounts.
- A form with detailed information needed to create a new Account in the CRM will appear. Fill it in and confirm the record by clicking the Save or Save and close button.
You can easily link contacts that you deal with to the created Account. Find out more about this function here.
If you also trade with natural persons, you can enter them into the CRM and work with them as if they were Accounts. Put the client's name and surname into the Account name.