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Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
Displaying & Adding Campaigns
... Displaying & Adding Campaigns Displaying Campaigns Clicking on Start > Marketing > Campaigns displays the Campaigns ...
Introduction to Activities
... Introduction to Activities Creating Activities in Workbooks enables you to track and record the interactions you have with People and Organisation ...
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 ...
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 ...
Introduction to People & Organisations
... Introduction to People & Organisations At the core of Workbooks functionality are its contact management tools. The functionality within the Peo ...
People
... People A Person record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other People ...
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 ...
Meetings
... Meetings You can create Meeting Activities in Workbooks, just as you would any other type of Activity . The record looks similar to other ...
Follow-on Activities
... Follow-on Activities Commonly when working with Activities you'll want to close the Activity you're working on and create a new one that carries thr ...
Reviewing Live Activities
I use the report that shows My Activities. When I find an activity I want to add to or update I find that the activityi isn't "live"; ie clicking it doesn't open it and take me to it. This is bit of an irritant and doesn't gel with the rest o ...
Count records
I'm trying to build a report in WB to count the number of activities created each month. I've created a similar report before on opportunities which extracts the amount forecasted each month by using month(). I can't quite seem to add a Count() fu ...
Creating Pre populating Activities
I've tried creating 'to dos' and 'tasks' templates, however when I use the template it doesn't seem to pull the information through - are they restricted to just one type - e.g. organisations? I tried it from an opportunity activity which allowed me to ...