Getting Started

Access Raynet CRM

• Log in to RAYNET
• Forgotten password
• Password change
• Login - setting rules for creating passwords
• Two-phase verification when logging in to CRM

Basic settings

• Register a new customer
• Add New Users
• Import Your Accounts
• Creating items into code lists (categorisation of records)
• Right Mouse Button Functions in the Tabs

Create your First Records

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