RAYNET CRM Basics and Tutorials
Business
Business
Deals
Create a Deal
Deal details
Deal Action overview
Deal Stages
Types of trade
Delivery note export
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Quotes
Creating a Quote
Synchronisation of the Trade Type with the Quote
Overview of Promotions with the Quote
Projects
Create a Project
Project Action overview
Add Deals to a Project
Detailed record of the Project
Remove deals from a Project
Products
Create a Product
Product details
Registration cost of the product
Product Action overview
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
Analysis
Pipeline
Business Success
Salesman Success Rate
Sales Development
Sales by Products
Sales by Representatives
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