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.
Identifying Employees of Organisations Records within a Mailing List Automatically create Public/Private Activities to log recent Case updates and drive portal notifications Viewing duplicate People from a Sales Lead Record See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
'In between' operator for date ranges Gmail copy email Addon GMail Addon See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos Workbooks Webinars