To help you get the most out of Workbooks we've put together a series of videos showing you how to use different aspects of the functionality, depending on your job role.  New videos are added regularly so do check back here to learn more.  Videos currently available are:

• Getting Started with Workbooks;
• Contact Management;
• Working with Leads;
• Introduction to Workbooks Outlook Connector;
• Workbooks for Salespeople;
• Introduction to Workbooks Reporting;
• Importing into Workbooks;
• Using Workbooks Email Dropbox.

Getting Started with Workbooks

Approx 15 mins

This video introduces you to the basics of using Workbooks and will help you with:

• Logging in;
• Searching for data;
• Navigating via Landing Pages;
• Working with data in forms;
• Customing views;
• Setting your Preferences.

Contact Management

Approx 15 mins

This video introduces how to use Workbooks as a Contact Management system. Specifically it covers:

• Adding new Organisations and People;
• Creating employee relationships;
• Adding Notes to records;
• Creating Activities.

Working with Leads

Approx 10 mins

This video is designed for people who work with Lead records.  In it you'll learn how to:

• Find existing Leads on your database;
• Creating new Lead records;
• Follow-up Leads;
• Convert Leads into Opportunities, People and Organisations.

Introduction to Workbooks Outlook Connector

Approx 8 mins

Workbooks Outlook Connector allows you to share data you have in Workbooks with Outlook and vice versa.  This video covers how to:

• Install the Outlook Connector;
• Configure the Connector to control which records are synchronised and how frequently;
• Carry out your first synchronisation;
• Use the Connector on a day-to-day basis.

Workbooks for Salespeople

Approx 14 mins

If your role involves winning sales, you should watch this video to learn how to:

• Create Opportunity records;
• Track and update your Opportunities through your sales process;
• Generate sales Forecasts to monitor your performance against target;
• Generate and send Quotations to your prospects.

Introduction to Workbooks Reporting

Approx 11 mins

Workbooks includes a powerful reporting capability.  This video will introduce you to how to create reports and includes:

• Building a simple list Report;
• Applying criteria to narrow down the results;
• Adding a simple formula;
• Summarising the results;
• Creating a Chart;
• Creating a Dashboard.

Importing into Workbooks

Approx 15 mins

This video introduces you to the concepts of importing data into Workbooks, whether the data is from a legacy system or from sources such as bought-in data, exhbition attendance information and so on.  Covered in this video is how to:

• Upload a CSV file;
• Review your uploaded data;
• Create field mappings including concatenated and fixed value mappings;
• Check for existing records;
• Run your import;
• Review and approve your import;
• Undo your import.

Using Workbooks Email Dropbox

Approx 7 mins

This video guides you through how to set up and use the Workbooks Email Dropbox so that you can link inbound and outbound emails to the relevant record(s) within your Workbooks database.  Watch this to learn how to:

• Create your Dropbox address;
• Configure the settings to suit your needs;
• Download a vCard;
• Forward emails to your Dropbox;
• Link an email to more than one record in your database;
• Find emails you've sent to your Dropbox.