Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Case Portal Event & Webinar Integration Tools GoToWebinar See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Campaign members from a report view Marketing Campaigns and Related Items Multi-select Picklist See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Calendar to show UK Bank Holidays acknowledged Charts acknowledged Ability to export on specified reports or landing pages under review See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos