Welcome to the Knowledge Base
Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
  - Google Authentication
  - Login Protection
Training
- Training Videos
  - API Training Videos
- Training Courses
Desktop Environment
- Supported browsers
- Introduction
- Desktop
  - Setting up and configuring the Modern Theme
  - Tips & Tricks on the Desktop
- Records
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Workbooks Mobile Client
  - Modern UI on Mobile/Tablet
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Activities
- Introduction to Activities
- Using Activities
  - Meetings
    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Sending Bulk Email
- Common Email Errors
- Email Integrations
- Mailing Lists
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
  - Creating Mailing Lists
- Products
- Mailshots
  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
- Workbooks Web Insights
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
Integrations
- Mapping
- Electronic Signing Tools
  - Docusign Integration
  - Adobe Sign Integration
- Creditsafe Integration
- Zapier
- Email Integrations
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Relationships
- De-duplication and Merge
- Using Loqate
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Reporting
- Introduction to Reporting
  - Creating Reports
  - Sharing Reports
- Using Reports
- Charts
  - Creating & Using Charts
- Exporting Reports
  - Emailing Scheduled Reports
- Advanced Reporting
  - Using Calculated Columns
  - Audit Reporting
Dashboards
- Adding Elements to Dashboards
  - Configuring Dashboard Elements
- Dashboard Views
- Dashboard Fields
- Creating a Sales Dashboard
- Adding a Dashboard as a Record Tab
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service
Releases & Roadmap
- Roadmap
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
Workbooks Glossary
- Workbooks Glossary

Knowledge Base

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