Raynet CRM Basics and Tutorials Help Center home page
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  1. Raynet CRM Basics and Tutorials
  2. Getting Started

Getting Started

Pricing Plans

  • Active feature: Security Profiles
  • Active feature: Automation
  • Active feature: Security Levels
  • Active feature: Custom logo
  • Active feature: INBOX
  • Active feature: SSO via Microsoft Entra ID
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Access Raynet CRM

  • Log in to Raynet
  • Login Email Address Verification
  • Forgotten Password
  • Changing your Password
  • Password Rule Settings
  • Two-Factor Authentication

Create your First Records

  • Create an Activity
  • Create a Contact
  • Create a Deal
  • Create an Account

Basic Application Settings

  • Mass import of Accounts and contacts
  • Custom templates for exported documents
  • Adding and Removing Users
  • Cancellation or account suspension