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June 2012 Release
... June 2012 Release June 2012 Release Bulk Actions (Assign, Delete, Update) For most of the record types within Wor ...
Queues
... Queues Queues are a concept in Workbooks which enable you to assign records to a specific group or function and allow you to notify the relevant people in ...
January 2012 Release
... Winter (January) 2012 Release Winter (January) 2012 Release Workflow and Automation Features Workbooks now includes the ab ...
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 ...
Stage tracking
Is there a way to track the life of an opportunity through the stages? As in, is there a way I could report on when an opportunity went from say stage 1 to stage 2 to stage 3 etc? When you change the status of When you change the status of a ...