Workbooks System Administrator Training Course

Duration: 2 Days

Cost: £850

Upcoming Dates

The 'Workbooks System Administrator Training' course is invaluable in teaching you all the elements you need to know in order to set up and maintain your Workbooks system. This is an instructor-led classroom based course, delivered using a mixture of demonstrations and exercises for you to complete.

Course manuals will be provided.

Who should attend?

This course is designed for users who have the responsibility for setting up, configuring and maintaining your

reports to show the key metrics for your business.

What will I learn?

On completion of the course you will be able to:

• Set up your Users, giving them the correct access to the records and functionality relevant to their job role
• Customise the environment to make using Workbooks easy and ensure that all data important to you is captured
• Configure the system with the right financial framework to reflect your business

• Manage how emails are handled
• Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects
• Import records to populate your database
• Prepare the system so it can accept leads and support cases directly from your website
• Understand how to integrate Workbooks with Google Apps
• Build reports to display your key business data

Prerequisites

You don't need to be a technical wizard to become a proficient Workbooks System Administrator. However, experience of working with databases and/or a reasonable understanding of an application like MS Excel would be helpful, along with a good overview your organisation and the processes for which you intend to use Workbook. In advance of the course delegates must have watched the 'Getting Started with Workbooks' video, available here.

Course Outline