That means you can add or change activities from both places – Google Calendar and RAYNET CRM. And we’ve thrown in a couple of clever extra functions too!
So, how does it work?
We explain everything – how to set it up, and how to use it – in a short video (just 2 minutes).
If you’d prefer static images...
...you can find the complete user guide at the Support Portal.
A couple of clever extras
We love clever solutions, so we’ve thrown in a few little extras specially for you. When you add a new activity in Google Calendar, you can now send the activity to the CRM – linking either to the customer or to a particular deal. When you write the activity name, just include the client email or code (between two hyphens) – it’s that simple!
For specific examples see the Support Portal.