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)