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.
Adding new value to Dynamic Pick List How to create an audit report to show changes in addresses? Can you move a field from one record type to another? See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
ical Additional drop down menu to control email template list Ability to add meetings (normal and recurring) along with the meeting attendees via WOA See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos