- Using the Knowledge Base

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Visit our Forum to post any queries you have about how to use Workbooks

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You should be able to find all the information you need about using Workbooks Online in the following pages.  If you're stuck, you can post your query on one of our forums, or search for what you're looking for.

We've tried to set out this Knowledge Base in an intuitive way so you can navigate to what you want to know as quickly as possible.

If you're new to Workbooks, we'd suggest you take a quick look at the pages in the Introduction and Navigation & Editing sections first, and then have a browse.

There are a few screenshots across the Knowledge Base to help you understand what goes on in Workbooks.  Simply click on the screenshot to open a bigger image so you can see the detail more easily.

  • Workbooks for Salespeople: why not check out what Workbooks can do for you in the Leads and Opportunities sections?  After that, go the Reporting section and see how the Reporting tool in Workbooks can help you manage better your Leads and Opportunities.
  • Workbooks for Marketers: take a look through the Marketing section and learn how Workbooks can help you create and track Marketing Campaigns. In the Reporting section, find out how to create reports which can, for example, tell you how well your Campaigns are doing.
  • Workbooks for Sales Support: check out the Transaction Documents section to see how you can create and manage Orders, Invoices, Suppliers etc.
  • Workbooks for Customer Support: learn how to manage your Cases and about Web2Case which automatically creates a Case in Workbooks when someone logs an issue on your website.  See this and more Support tips in the Cases section.
  • Workbooks for System Administrators: learn about what happens 'under the Workbooks bonnet' in the System Administration section.