Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
SharePoint Case Portal Event & Webinar Integration Tools 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.
Web to leads security Re-order views created within a report stop autofill when entering data into workbooks See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos