Workbooks drop-in clinic: Word Add-In/Word Templates

Join us in our next drop-in webinar to boost your Workbooks knowledge and get your questions answered by our support team.

Each session focuses on a specific area of Workbooks. In this session, we’ll take a closer look at the Word add-in and how you can make the most of it. We’ll cover:

• what the Word add-in is and how it fits into Workbooks
• creating Word templates
• a few handy tips and tricks to help you get more from it

In the next session, we’ll move on to data management and show you how to identify and clean up duplicate People, Organisations and Sales Leads.