- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Editions & Licensing
Remember, the licence you've been allocated will affect the functionality available to you.
Workbooks CRM enables you to:
- Track all of the People and Organisations you do business with, and record all the contact you have with them.
- Set up and run Marketing Campaigns.
- Capture Leads and move them through your sales process to Quotation stage.
- Record support tickets (Cases) and track through to resolution.
The Business edition extends this functionality allowing you to:
- Record all details of your interactions from prospect to cash, including raising Invoices, Customer Orders, Credit Notes and Supplier Orders.
No matter which edition you use, you can create customised Reports, Charts and Dashboards, to give you up-to-date information about all aspects of your business.
Click here to find out more about the different editions and work out which one is right for you.
Extensions are available to enhance your usage of Workbooks:
- Workbooks Outlook Connector, which allows you to synchronise Outlook contacts, tasks and meetings with Workbooks and to share emails stored in Outlook with Workbooks.
- Multiple Currencies, which enables you to record Opportunities, Orders, Invoices and other transaction documents in different currencies and convert them all to your Home Currency for reporting purposes.
- Multiple Own Organisations, so you can set up more than one entity to reflect how your run your business.
- Advanced Security, which allows you to set up complex sharing rules that are automatically applied to new records as they're created.
- Sagelink, which allows you to synchronise Order and/or Invoice information from Workbooks directly with Sage Line 50.
- Contract Management, which allows you to track Contracts and Cases for your Customers.
Your System Administrator can control which users have access to which licences and extensions as long as the total numbers allocated remain within your contractual entitlement.
If you can see information in the Knowledge Base about Workbooks features that you don't have, you might need to upgrade your licence.