- Introduction to Relationships
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Click on the Add Relationship button in the People or Organisations tabs to explore the different relationships Workbooks can record for you.
Workbooks enables you to store information about your business contacts. Whilst it's possible to store these records independently of one another, it is much more likely that you'll want to create relationships between them so that you can build up a rich picture of the world in which you're operating and use the information you have about the inter-relationships to help you operate more efficiently and knowledgeably.
Workbooks has been designed to allow you to track relationships between different records on your database quickly and easily. These relationships can be between:
- People (for example Manager of/Works for);
- Organisations (for example Supplier to/Customer, Parent of/Subsidiary of, etc);
- People and Organisations (for example Employee of/Employer of).
You can record multiple relationships to reflect real-life situations and can control whether the relationships you record are with your Own Organisation (a direct relationship) or are between other records on your database (third party relationships). In addition, you can also record Relationships with Transaction Documents. It might be helpful, for example, to record that a particular person on your database is an Influencer in an Opportunity so you can factor this into your sales strategy and engage their support in winning the deal or that someone is the Technical Contact within a Customer Contract so you know who to contact about technical aspects of that Contract.