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Opportunity Relationships
... Opportunity Relationships Understanding who all the stakeholders are in relation to an Opportunity can assist you in building a sales plan, which identi ...
Creating Mailing Lists
... Creating Mailing Lists To create a Mailing List click Start > Marketing > Mailing List to open th ...
Organisations
... Organisations An Organisation record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with oth ...
Displaying & Adding People
... Displaying & Adding People Clicking on Start > People displays the People Landing Page . By default, the People Landin ...
Introduction to People & Organisations
... Introduction to People & Organisations At the core of Workbooks functionality are its contact management tools. The functionality within the Peo ...
Adding People to Outlook
... Adding People to Outlook There are two ways to add a contact to Outlook: From a Person record - open the relevant Person record an ...
Introduction to Opportunities
... Introduction to Opportunities A sales Opportunity is a potential or pending sale. Workbooks helps you to record your Opportunities which enables you ...
Sending quotes
Hi, On our system the sending of quotes by email requires you to choose to send an email, once in the email editor you then have to chose an email template and then a recipient. Now the attachment of the pdf version of the quote is autom ...
Duplicate records
I'm seeing duplicate people records. When I try to remove one record it removes both. The screenshot shows one I haven't touched yet. Thanks for providing a Thanks for providing a screenshot, which is always helpful. It shows ...
People Categories
I've imported data into Workbooks but I used the people:categories field to import tags from capsulecrm. I can't seem to find categories displayed in the people record so i'm unable to edit them. If I search for a list of people, I can c ...