How do I ? - Short Guides to Help You



Using Notes & Attachments Keep all of your notes and documents within your CRM system.	Workbooks Dashboards Keep track of all of your vital business data.	Generating Quotes Quickly generate quotes and email them to your prospects.


From Quote To Invoice Convert your quote to an invoice in seconds.	Using Custom Fields Adapt your CRM systems to capture the information you want.	Sharing Information With Outlook Transfer data from your CRM system to Outlook.


Marketing ROI See how easily how Workbooks manages your Marketing ROI.	Case Management Workbooks keeps all of your customer data in the same place.	Web to Lead Create forms on your website that auto-populate your CRM system.

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