User's Guide

Access Raynet CRM

• Log in to RAYNET
• Forgotten password
• Password change

Dashboard

• Dashboard
• Chatter
• Birthday

Calendar

• Calendar
• Calendar view
• Calendar filters
• Unplanned Activities in the Calendar
• Calendar miniature
• Creating Activities in the Calendar

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Accounts

• Create an Account
• Account details
• Account Action overview
• Multiple addresses

Contacts

• Create a Contact
• Contact details
• Contact Action overview
• Contact a Relation to multiple accounts

Leads

• What is a Lead?
• Create a Lead
• Lead details
• Lead Action overview
• Converting a Lead

Deals

• Create a Deal
• Deal details
• Deal Action overview
• Deal Stages
• Adding Products to the Deal
• Adding Products to the Deal from the Price List

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Products

• Create a Product
• Product details
• Product Action overview

Projects

• Create a Project
• Project Action overview
• Add Deals to a Project
• Remove deals from a Project

Price List

• Create a Price List
• Price List details
• Price List Action overview
• Adding Products to a Price List
• Create a Price List in a foreign currency

Activities

• Create an Activity
• Activity details
• Activity Action overview
• Activity Reminder
• Activity Paricipants change

Documents

• Documents
• File details
• File Action overview
• Create a Folder
• Move Files
• Sign a File

Analysis

• Pipeline
• Sales Development
• Business Success
• Sales by Products
• Sales by Representatives
• Number of Deals

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Security

• Security Settings
• User Roles
• Permission to other users' records
• Security Levels
• Record Export Permission

Email tracking

• How RAYNET works with Emails
• File an email to a Deal
• How to send emails from different email addresses to RAYNET
• Forward an incoming e-mail to the CRM "as an attachment"

Mass email

• Integration with MailChimp application
• Contact export from RAYNET to Mailchimp
• Integration with Quanda application
• Contact export from RAYNET to Quanda

Settings

• Add new Users
• Licence removal
• Import your Accounts
• Import Leads
• Edit the Header and Footer
• Numerical series

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Other

• Save and Save and Close buttons
• Record History