- Organisations
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
Forum Posts
- Creating a Report to show Opportunities with no Activties
- Creating Pre populating Activities
- Reviewing Live Activities
- Count records
- Searching for Organisations using Notes
- Updating organisation names
- People Categories
- Duplicate records
- Sending quotes
- Reporting on the Organisations related to Opportunities
- Marking customers as "suspended"
- Relationships
An Organisation record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other Organisations.
Using an Organisation record you can:
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Record information, such as Organisation name, website, postal address and number of employees;
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Create and track future and historic Activities;
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Create a person which would already be linked to that Organisation;
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Record Notes and attach files against an Organisation;
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Track the relationship between your Own Organisation and others such as your Customers, Partners, Prospects, Suppliers & Competitors;
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Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Organisation;
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Track the relationship an Organisation has with other Organisations on your database.
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See Emails sent to or from employees of that Organisation.