- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
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- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes.
Example processes that are frequently implemented in Workbooks include:
- Lead Conversion:
The process of taking a Lead, qualifying it according to your standards and converting into a sales Opportunity with the appropriate People and Organisation records.
- Transaction Document Process:
Creating Quotations from Opportunities, then Orders, then Invoices and if necessary Supplier Orders (purchase orders) and Credit Notes.
- Customer Agreements:
Before you can process Orders, Organisations or People need to be approved as Customers.
- Document Control:
You can separate the ability to create 'draft' documents and 'posted' documents by roles if appropriate.
Process flows in Workbooks are underpinned by key elements of functionality:
The ability to assign a record to a queue, allowing multiple people to be notified that an action must be taken.
Enabling users to be notified that they must complete the next step of the process.
- Permissions and Capabilities:
Controlling which users can view or modify certain record types and status.
- Flowing Fields:
Values from fields automatically flow between records when one record is created from another. For example, if you have a custom field on a Lead and convert the Lead into an Opportunity, the values in the Lead fields will be carried forward to the Opportunity as long as the field names are identical on both records.