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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 ...
Direct Relationships
... How to record relationships with your Own Organisation Adding a Partner, Customer , Supplier or Prospect relationship Open the record for the O ...
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 ...
Introduction to Workbooks
... Introduction to Workbooks Welcome to the Knowledge Base . In this area you'll find information on how best to use and configure the Workbooks ...
Third Party Relationships
... How to record third party relationships Third party relationships in Workbooks are those which are between People and/or Organisations on your databas ...
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 ...
Relationships
... Introduction to Relationships Workbooks enables you to store information about your business contacts. Whilst it's possible to store these records indep ...
Marking customers as "suspended"
Workbooks allows you to edit the agreements you have between your organisations and your customers. This is done by clicking on the agreements tab on one of your customer's records Once you have clicked on the customer agreement you can c ...
Relationships
How do I add a competitor? You can record that an You can record that an Organisation on your database is in competition with your Organisation (or with any another Organisation on your database). In addition, you can record that one of your ...
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 ...