Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
How to change Authentication setup for WESS Outreach SharePoint See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Can I create a new Tab? Required parameters are absent: 'create_from_type' Reference: XXXXXX-XXXXX-XXXXX Report to see who is opening Spotler emails regularly See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
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Looking for training? We offer several options, explore these below:
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