Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Desktop Environment
- Introduction
- Desktop
- Records
- Landing Pages
  - Bulk Actions
- Customising Views
  - Customising Columns
  - Filtering
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Notifications & Reminders
Activities
- Introduction to Activities
- Using Activities
  - Meetings
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Mailing Lists
  - Creating Mailing Lists
- Email Dropbox
- Sending Bulk Email
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
  - Import Requirements
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Marketing Campaigns
- Products
  - Pricing Schemes
  - Supply Schemes
- Upload Library
  - Using the Upload Library
- Templates
- Mail Shots
  - Creating a Mail Shot
- Using HubSpot with Workbooks
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
  - Direct Relationships
  - Third Party Relationships
- Using Postcode Lookup
Reporting
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
Workbooks Glossary
- Workbooks Glossary
Workbooks Mobile Client
- Workbooks Mobile Client
Outlook Connector
- Workbooks Outlook Connector
- Installation Guide
  - First Run Assistant
- Using the Outlook Connector
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
  - Processes
    - Process Logging
  - Workbooks Scripts
- PDF Configuration
Releases & Roadmap
- Roadmap
- March 2013 Release
- November 2012 Release
- October 2012 Release
- June 2012 Release
- January 2012 Release
- October 2011 Release
- September 2011 Release
- May 2011 Release
- February 2011 Release
- Autumn 2010 Release
- Summer 2010 Release
- Spring 2010 Release
Administrator Service
- Introduction to the Administrator Service
- Make a Request
Support
- About Workbooks Support

Workbooks Dropbox

Available in: Preferences

Using Dropbox it’s easy to store important emails against your Workbooks records. Emails are scanned and stored against the relevant people (and other records) so you and your colleagues have visibility of the ‘dialogue’ that has taken place.

Workbooks Community

Introduction

Training

Desktop Environment

Activities

Cases

Email

Forecasts & Quotas

Importing Data

Leads

Marketing

Opportunities

People & Organisations

Reporting

Transaction Documents

Workbooks Glossary

Workbooks Mobile Client

Outlook Connector

Preferences

Auditing

Configuration

Releases & Roadmap

Administrator Service

Support

Workbooks Dropbox

Available in: Preferences

New to Workbooks?

If you are using Workbooks for the first time we recommend you take a quick look at the following sections:

Training Videos

Find out more about how to use Workbooks by watching our short training videos:

System Admin

If you're the System Administrator for your account you'll find it helpful to familiarise yourself with the following sections: