In Raynet, you can include selected Deals in a Project and record them as a single job. In Projects, you can then have discussions with colleagues, plan the next steps, and track the stages of the associated Deals. You can also see the total price of all Deals in a Project.
Projects can be useful, for example, for keeping track of all the jobs (Deals) you have secured at a trade fair and would like to keep together.
In this article, we will talk about:
Enabling projects
First you need to activate projects in Settings. Get there by clicking on your name » Settings.
Continue to Record Settings » Project.
Activate Projects from here.
Project settings
On the General settings tab, define which Project summary values you want to track in Raynet, and which Deals will be included in the totals.
Here you can also enable the Project Participants extension. This allows you to add more Accounts or Contacts that somehow participate in the Project and create participation categories to specify the participation type.
You will see the Participants panel on the Project detailed card. Here you can Add more participants.
The Field settings tab is used for creating Custom Fields for Projects and also for setting up Required Fields.
On the Picklists tab, you can manage items in all Project picklists, for example, the Category or Status.
The last tab is called Numeric Series and here you edit the series of numbers for Projects.
Creating projects
To create a Project, click on Business in the menu » Projects and then the green plus button.
Fill out the project creation dialog box and Save everything. You can also create a project for your own company.
And finally, add Deals to your new Project. Find out how to do it in this article.
Disabling projects
If you decide to stop using projects, go to Settings » Record Settings » Project » Disable Projects.
Existing projects will not disappear after disabling the extension, you will just not see them in Raynet. If you enable the extension again, the projects will reappear in your CRM system.