To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can:

• Add Custom Fields to any record type;
• Create customised Page Layouts and determine different layouts for different Users;
• Create templates for all record types, which allows you to create new records that contain fields which are pre-populated with data, dependent upon the template selected;
• Replicate custom data on one record by creating the same Custom Field on each record type (eg, a Sales Lead and Person record or an Invoice and a Contract);
• Create new, customised Picklists;
• Modify existing Picklists;
• Control the visibility of records by attributing their value to an associated Open or Closed state;
• Customise Workbooks standard Opportunity Stages to support your sales process.