User's Guide
Access Raynet CRM
Dashboard
Calendar
- Calendar
- Calendar view
- Calendar filters
- Move activity in Calendar
- Unplanned Activities in the Calendar
- Calendar miniature
Accounts
- Create an Account
- Account details
- Account Action overview
- Multiple addresses
- Links between clients
- Deleting / merging a client
Contacts
Leads
Deals
- Export of reports in various languages
- Delivery note export
- Types of trade
- Create a Deal
- Deal details
- Deal Action overview
Products
Projects
Price List
Activities
- Custom Category and Classification field names
- Create an Activity
- Activity details
- Activity Action overview
- Activity Reminder
- Activity Paricipants change
Documents
See all 7 articlesAnalysis
- Salesman Success Rate
- Pipeline
- Sales Development
- Business Success
- Sales by Products
- Sales by Representatives
Security
- Security Settings
- User Roles
- Security Levels
- Record Export Permission
- Google Sync Permissions
- Permission to change records
Email tracking
Mass email
Settings
- GDPR
- Change of language
- Licence removal
- Import your Accounts
- Import Leads
- Edit the Header and Footer