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.
Using Workbooks to track sales commissions Who created the last Activity on an Organisation Record? Reporting on GatorMail Mailshot Performance See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
add last 6/12 months option on calendar range criteria 'is on or before today’ Activities filter Don't automatically close the search window See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos Workbooks Webinars