RAYNET CRM Basics and Tutorials Help Center home page
  1. RAYNET CRM Basics and Tutorials
  2. Contacts

Contacts

Accounts

  • Labels
  • Create an Account
  • Account Detail
  • Account Action overview
  • Multiple addresses
  • Links between clients
See all 8 articles

Contacts

  • Merging duplicates
  • Create a Contact
  • Using Tags
  • Contact details
  • Attachments
  • Contact Action overview
See all 9 articles

Leads

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

Tips

  • Discussion
  • Activity Reminder
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