RAYNET CRM Basics and Tutorials Help Center home page
  1. RAYNET CRM Basics and Tutorials
  2. Getting Started

Getting Started

Access Raynet CRM

  • Log in to Ranyet
  • Forgotten Password
  • Changing your Password
  • Password Rule Settings
  • Two-Factor Authentication

Basic settings

  • Register a new customer
  • Adding and Removing Users
  • Mass Account and Contact Import
  • Creating items into code lists (categorisation of records)
  • Right Mouse Button Functions in the Tabs

Create your First Records

  • Create a New Account
  • Create a Business Deal
  • Relate a Contact to an Account
  • Schedule a Meeting
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