RAYNET CRM Basics and Tutorials Help Center home page
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Getting Started

  • Register a new customer
  • Bulk import of Clients and Contact Persons into the Address Book

How to work with emails

  • How RAYNET works with Emails
  • Forward an incoming e-mail to the CRM "as an attachment"
  • Assign an e-mail to a record in CRM

Integrations

  • CRM calendar and Outlook 2007 and newest (one-way synchronization)
  • Integration with MailChimp Application
  • Contact export from RAYNET to Mailchimp
  • Synchronization with Google Calendar
  • CRM calendar and iPhone (one way synchronization)
  • CRM Calendar and iCal (one way synchronization)
See all 8 articles

Contacts

  • What is a Lead?
  • Create a Lead
  • Account detail
  • Create an Account

Activities and Calendar

  • Calendar
  • Create an Activity
  • Activity Reminder

Business

  • Creating a Quote
  • Create a Deal
  • Create a Project

User's Guide

  • User Roles
  • Security Settings
  • Creating and Adding Custom Fields

FAQ

  • How to switch to the paid version? What happens to the data that is now in trial?
  • How much does one license cost? What is included in the license price?
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