- Welcome to the Knowledge Base
- Introduction
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Marketing
- Introduction to Marketing
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
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- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
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- Posted Credit Note to Task
- QuickBooks Online
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- Multistep Zaps
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Email Integrations
- Email Dropbox
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Event & Webinar Integration Tools
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- People & Organisations
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- Auditing
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Configuration
- Introduction to System Administration
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- Contact Support
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Releases & Roadmap
- Roadmap
- 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
People
A Person record within Workbooks enables you to record and keep track of all the interactions you (and your colleagues) have with other People. On these records, you can store information such as Job Title, Employer, Telephone etc., and the Workbooks user to whom the person record is assigned.
You can add new People records individually or import them in bulk. Workbooks can import data from CSV (comma separated value) format files, which is a very common file format when transferring data.
Workbooks uses a concept of Relationships to allow you to describe the relationships People have with other People and Organisations within Workbooks. For example, a common relationship is to make a Person an employee of an Organisation. Using a Person record you can:
Tip
Activate Watch to add a Person record to the My People view on a People Landing Page, so you can easily view your most important records.
- Record contact data for them, including additional contact information on the Contact Details tab.
- Create Activities to manage your contact with them.
- Record Notes and attach files.
- Record that the Person has chosen to opt-out of being contacted by phone/post/email.
- Document the relationship they have with you and your Organisation.
- Document the relationships they have with other People and Organisations in your database.
- Capture details of any Partner, Customer or Supplier Agreement(s) you have with that Person.
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