A Contact Person in Raynet is used to keep a record of specific individuals you communicate with at companies. It lets you clearly store their contact details, communication history, and relationships to deals or companies. This gives you all key information about customers and partners in one place, so you can effectively manage relationships and sales activities.
Create a Contact Person
We recommend creating a Contact Person directly from the Client record detail page.
Navigate to Directory » Clients » select a specific Client from the list.
On the Client record, on the Timeline tab, click the green Add button » Contact.
In the modal window, enter the person’s contact details and click Save.
Another option is to create a Contact directly on the Contact tab » Add Contact.
You can also find all Contact in the list view—just click Directory » Contact.
Another option is to create a Contact directly in the Contact list. Click the green plus in the upper-right corner.
Tip: See what other information you can track on the record detail page for the Contact Person and what actions you can perform in the record.