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  1. Raynet CRM Basics and Tutorials
  2. Getting Started

Getting Started

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
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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