Community Home
Search Results:
Creating a Web Key
... Creating a Web Key Click Start > Configuration > Email & Integration > Web Integration > New Lead Key or ...
Spring 2010 Release
... Spring (March) 2010 Release Spring (March) 2010 Release The Spring 2010 upgrade to the Workbooks Service took place on the evening of Friday 26 March ...
Web to Case and Web to Lead
... Web to Case and Web to Lead If you use forms on your website which are completed by potential and/or existing customers, you might like to configure Workbooks ...
Editing a Web Key Form
... Editing a Web Key Form Because a web form is provided with no style and little formatting (as well as including all the fields from your Case or Lead ...
Displaying & Adding Leads
... Displaying & Adding Leads To view the sales Leads on your database either: Click on Start > Sales > Leads ; or: ...
Introduction to Leads
... Introduction to Leads Leads in Workbooks are used to record details of a person and/or organisation who you have not yet qualified as being a 'real' pro ...
Integrating Workbooks CRM with Google Analytics for Web2lead
It is possible to integrate Google Analytics with the Web2lead functionality in Workbooks CRM, enabling you to capture information about how visitors arrived at your website. Google Analytics provides free tracking code which is placed on e ...
User-contributed Drupal module using web2lead to create leads
Thanks to James Poyser for this contribution which I post here. I haven't used this myself however it is in use by a customer. To quote, it "saves files attached to form in Drupal DB and then submits form and file URL to Workbooks via web to ...
Can I choose which fields are mandatory for web leads?
Hello I'd like Company Name to be mandatory, and telephone number optional, how can this be achieved? Regards Dave M Hello, I think the easiest Hello, I think the easiest way to do this is to use ...
Wordpress Forms
Hi I am trying to create a form in a Wordpress website and want this to be connected to Workbooks ( Web2Lead). Can someone help me on this? I can't find any useful guidance on the workbooks help page. Thanks Hi We've built ...
Tracking the success of your online marketing with Workbooks CRM
Tracking the success of your online marketing with Workbooks CRM The combination of SEO (Search Engine Optimisation) and Pay Per Click advertising has made online marketing one of the ...
Capturing leads from your website
Capturing leads from your website We have just spent the last couple of months redesigning our corporate website - which I am pleased to say is now complete. So please take a look ...