-

Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Desktop Environment
- Introduction
- Desktop
- Records
- Landing Pages
  - Bulk Actions
- Customising Views
  - Customising Columns
  - Filtering
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Notifications & Reminders
Activities
- Introduction to Activities
- Using Activities
  - Meetings
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Mailing Lists
  - Creating Mailing Lists
- Email Dropbox
- Sending Bulk Email
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
  - Import Requirements
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Marketing Campaigns
- Products
  - Pricing Schemes
  - Supply Schemes
- Upload Library
  - Using the Upload Library
- Templates
- Mail Shots
  - Creating a Mail Shot
- Using HubSpot with Workbooks
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
  - Direct Relationships
  - Third Party Relationships
- Using Postcode Lookup
Reporting
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
Workbooks Glossary
- Workbooks Glossary
Workbooks Mobile Client
- Workbooks Mobile Client
Outlook Connector
- Workbooks Outlook Connector
- Installation Guide
  - First Run Assistant
- Using the Outlook Connector
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
  - Processes
    - Process Logging
  - Workbooks Scripts
- PDF Configuration
Releases & Roadmap
- Roadmap
- March 2013 Release
- November 2012 Release
- October 2012 Release
- June 2012 Release
- January 2012 Release
- October 2011 Release
- September 2011 Release
- May 2011 Release
- February 2011 Release
- Autumn 2010 Release
- Summer 2010 Release
- Spring 2010 Release
Administrator Service
- Introduction to the Administrator Service
- Make a Request
Support
- About Workbooks Support

Tip:

WORKBOOKS AND EMAIL CLIENTS
You can download a person record or a meeting into Outlook etc. by clicking on the Download button - this saves a vCard or iCal, respectively, to be put into Outlook or other email clients.