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Using your Dropbox
... Using your Dropbox Once you've set up your Dropbox you can start sending emails to it. Typically there are two ways that you might send emails to yo ...
Tabs
... Tabs In any record, you'll see a series of tabs across the top of the window which hold all relevant and related information to the record you're viewing. &nb ...
Creating Mailing Lists
... Creating Mailing Lists To create a Mailing List click Start > Marketing > Mailing List to open th ...
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 ...
Campaign Membership
... Campaign Membership Tracking and managing members ( People , Leads or Organisations ) that are being targeted by a specific Marketing Campaign ...
Introduction to People & Organisations
... Introduction to People & Organisations At the core of Workbooks functionality are its contact management tools. The functionality within the Peo ...
Pricing Schemes
... Pricing Schemes A Pricing Scheme enables you to set a range of standard prices for a product in addition to the default price. This allows you to create ...
Introduction to Cases
... Cases Workbooks enables you to log customer support Cases , giving priority to urgent Cases and tr ...
Adjusting Forecasts
... Adjusting Forecasts You can adjust a Forecast to amend the expected revenue and/or to change the Forecast status simply by clicking in the appropria ...