RAYNET CRM Basics and Tutorials Help Center home page
  1. RAYNET CRM Basics and Tutorials
  2. Tips & Tricks

Tips & Tricks

Mass changes

  • Mass Edit
  • Mass Edit of Owner
  • Mass Import of Accounts
  • Mass Import of Leads

Tips

  • Custom Reports
  • Activity Reminder
  • Use Tags
  • Try Discussion Tab

Integrations and Connections

  • How to Sync Your Activities in CRM Calendar and Google Calendar
  • Synchronization with Google Calendar
  • Synchronization with Google Contacts
  • CRM calendar and Outlook 2007 and newest (one-way synchronization)
  • CRM calendar and iPhone (one way synchronization)
  • CRM Calendar and iCal (one way synchronization)
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