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

Getting Started

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
  • Right Mouse Button in the Calendar
  • Right Mouse Button Functions in the Tabs

Basic settings

  • Import Your Accounts
  • Add New Users
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