Register of multiple business types

Register of multiple business types
Not every business is the same and that is why we have prepared a new "Register of multiple business types" function. It will please those who do business in multiple ways. For instance, selling scooters and offering repair and maintenance services at the same time. You will be able to set the business stages in RAYNET according to your needs.

How does it work?

The new function can be activated in Settings > Extensions > Register of multiple business types. Firstly, you name the stages of business deals that you use now and create the first type of your business..  

 

Then you add new business types according to your needs and add required stages to them. You can select different colours for fields as you are used to from before. You can create as many business types as you need or want.

 

Business types can be found across entire CRM – on the business dashboard, in analysis, list views, exports and dashboard.