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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)

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Contacts

• What is a Lead?
• Create a Lead
• Account details
• 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?