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

Getting Started

FAQ

  • What is CRM?
  • What are the payment options for CRM?
  • How much does one license cost? What is included in the license price?
  • Is the trial version of CRM different from paid?
  • Can Raynet have multiple users at once?
  • My company's contact details and logo changed, where can I edit it?
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Create your First Records

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

Don't Miss

  • How Raynet Works with Emails
  • Create a Custom field
  • Add another optional field
  • Right Mouse Button in the Calendar
  • Right Mouse Button Functions in the Tabs

Basic settings

  • Import Your Accounts
  • Add New Users
  • Creating items into code lists (categorisation of records)
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