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Creating a Web Key
... Creating a Web Key Click Start > Configuration > Email & Integration > Web Integration > New Lead Key or ...
Web to Case and Web to Lead
... Web to Case and Web to Lead If you use forms on your website which are completed by potential and/or existing customers, you might like to configure Workbooks ...
Editing a Web Key Form
... Editing a Web Key Form Because a web form is provided with no style and little formatting (as well as including all the fields from your Case or Lead ...
Introduction to Cases
... Cases Workbooks enables you to log customer support Cases , giving priority to urgent Cases and tr ...
Raising Workbooks Cases using Web2Case - a worked example
It's a common requirement to be able to put a form on your website to capture a new support case. Fortunately the tools are there in Workbooks to make this straightforward. There are a number of steps to the implementation which are outlined here. The e ...