Knowledge Base
Guide to help configure and further your Workbooks CRM system, incl. documentation, helpful tips and 'how to' videos.
Outreach SharePoint Case Portal See moreCustomer Forum
Ask questions and discuss issues and features with other Workbooks users and the Workbooks team.
Can you add a Picklist to an existing Field? CreditSafe Integration Column headers on reports See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
Ability to wrap text on report column headers Web to leads security Re-order views created within a report See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos