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Workbooks Web Insights
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
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Integrations
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Zapier
- Introduction to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
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Releases & Roadmap
- Roadmap
- 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
Watching Records
Typically users want to be able to identify those records within Workbooks for which they are responsible (either permanently or temporarily as part of a business process). This can be achieved using the Assigned to field. Any records assigned to a specific user will appear in that user's 'My' view on the relevant Landing Page.
In addition, there may be some records that aren't assigned to you but that you want to 'track' and identify easily. Activating the Watch functionality on such a record will add that record to your 'My' view on the relevant Landing Page.
For example, a Sales Manager might want to Watch an Opportunity that's assigned to a member of their team and have it appear in their 'My Opportunities' view, which they can achieve by activating Watch . Similarly, you can stop watching a record, which will remove it from the 'My' view.
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