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Processes
... Processes A business process will often have many steps. In Workbooks you will implement a series of small ' Processes ' each of which combines to impleme ...
Introduction to Reporting
... CRM Reporting Introduction to Reporting Workbooks provides an extremely powerful and flexible reporting engine which allows you to ext ...
Automation
... Automation In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks ...