Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Welcome to the Knowledge Base
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Getting Started
- Supported browsers
- Introduction
- Desktop
  - Tips & Tricks on the Desktop
  - Welcome Messages & Bulletins
- Records
- Landing Pages
- Workbooks on Mobiles and Tablets
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
  - Notifications & Reminders
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
- Case Portal
  - Installation
  - Using the Case Portal
    - Case Updates - Public & Private Activities
    - Inviting a Person to the Case Portal
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
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- Spotler 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
- Event & Webinar Integration Tools
  - GoToWebinar
  - ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- RingCentral
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 Postcode Lookup
- 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
- Springboard
- 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
- October 2021 Release
- June 2021 Release
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- 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

Introduction to Opportunities

A sales Opportunity is a potential or pending sale. Workbooks helps you to record your Opportunities which enables you to track and analyse your sales pipeline. Using Opportunities you can:

Tip

Create Opportunity records to track your potential sales and ensure you keep in touch with prospective customers.

Track and analyse your sales pipeline.
Record the likely Close Date for your Opportunity.
Track the Opportunity's progress through your sales cycle.
Identify the key people involved in the deal and what they think of your products/services.
Record who your competitors in a deal are.