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Displaying & Adding Campaigns
... Displaying & Adding Campaigns Displaying Campaigns Clicking on Start > Marketing > Campaigns displays the Campaigns ...
Converting Leads
... Converting Leads Leads usually consist of information about a Person (or people), an Organisation and, potentially, a sales Opportunity . Only ...
Databases
... Databases Workbooks is supplied with one Database for your account, but if you want to create more (for example a "sandbox" or training database ...
Workbooks Script External Access
... Workbooks Script External Access Externally-Accessable Services The set of services permitted using 'External Access' are: Web services : HT ...
Products
... Products Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional a ...
User Groups
... User Groups The ability to carry out certain tasks and access specific areas of Workbooks is controlled by the Capabilities granted to a user. If a user d ...
Displaying & Adding Leads
... Displaying & Adding Leads To view the sales Leads on your database either: Click on Start > Sales > Leads ; or: ...
How do I control access to databases?
Why doesn't the database selection list offer the same databases for my colleagues as it does for me? They don't have access to the They don't have access to the database. Database access is granted in Start > Configuration > ...