- Email & Integration
Introduction
Training
Desktop Environment
Activities
Cases
Email
Forecasts & Quotas
Importing Data
Leads
Marketing
Opportunities
People & Organisations
Reporting
Transaction Documents
Workbooks Glossary
Workbooks Mobile Client
Outlook Connector
Preferences
Auditing
Configuration
Releases & Roadmap
Administrator Service
Support
In this part of the Configuration area you can:
- Control whether or not emails from within your database are sent via the Workbooks or your own server (we recommend the latter);
- Set up forms for use on your website which can be used to auto-populate Lead and/or Case records within Workbooks;
- Modify the layout of the form that your prospects/customers see when modifying which (if any) mailing lists they're subscribed to.