Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Setting up and configuring the Modern Theme Workbooks Web Insights Contacting Workbooks Support See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
names / mailchimp integration Right to be forgotten - GDPR Remove old users from the Assign to que See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Refresh button on the main Case View Interface Copying Opportunities - Deselect 'stage' Remove/Change 'Add Competitor' and similar relationship Buttons See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos