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Displaying & Adding Campaigns
... Displaying & Adding Campaigns Displaying Campaigns Clicking on Start > Marketing > Campaigns displays the Campaigns ...
Email Settings
... Introduction to Email Settings Workbooks can send email that comes "from" the sending User. This means that any replies will go back to the Us ...
Introduction to Email
... Introduction to Email Workbooks enables you to send emails directly to your business contacts and record these emails against the relevant records so that y ...
Campaign Management
... Campaign Management When working through your list of Campaign Members you can schedule a Meeting , a Phone Call , a To-Do or even ...
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 ...
Email to Case
It's straightforward to set up Workbooks to create new cases, and update existing cases, via email. The idea is that users can send an email to a support email address, the email is logged in Workbooks, and an acknowledgemet email is sent back to the us ...
Can multiple e-mail addresses for the same contact be accommodated?
Can multiple e-mail addresses for the same Person or Sales Lead be accommodated? I have a Person that regularly emails from different email addresses - a work email address and a home email address. Yes - This is a common ...
Bulk email
How do I send a bulk email via Workbooks? The easiest way to send an The easiest way to send an email in bulk is to create a Mailing List. You can create a Mailing List directly from a Report or via a Marketing Campaign. To create a Mail ...
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 ...
How can I get customer email replies to appear in Workbooks without manually forwarding them to the Dropbox?
I would like emails to automatically appear in Workbooks rather than having to manually forward them. Create a rule in your email Create a rule in your email client to automatically forward the emails. Prerequisite: Your Workbooks Dropbox ...
How to configure Gmail as your email server
To configure Gmail follow the instructions on this Gmail page: Configuring other mail clients . A screenshot is also included below - click to enlarge. Note: You must remember to set the Email delivery mode to "Use ...
Alternative Email Addresses and Dropboxes
I have been doing some testing with Dropboxes and Person Alternative Email Addresses and so far I have found the following: alt email addresses are not checked when workbooks verifies is the Person is an authorised sender to the Dropbox ...
Additional email addresses
As I deal with individuals as clients as opposed to companies, all my key information is placed in the “people” files – I note that the system only has room for one e-mail address per client – I have a few clients who have two or ...
Sending Email
When I type a person's name into the recipient box on an email their name doesn't appear. Why not? When adding a recipient in When adding a recipient in this way, Workbooks only brings up a list of those people whose record includes an email ...
Email templates
How is the list of email templates controlled? You can set up and manage You can set up and manage your Email Templates within the marketing area of Workbooks ( Start > Marketing > Email Templates ). In addition, y ...