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