Support

Support

Get answers to your CRM questions

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 more 

Customer Forum

Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.

Using the IF statement in reports  Using the CASE statement in reports  Using the CASE statement in reports  See more 

Training

Looking for training? We offer several options, explore these below:

Training Courses  Training Videos  Workbooks Webinars 

The Workbooks service is operating normally.
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