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.
Report to see who is opening Spotler emails regularly Workbooks not recognizing a valid email How can I change Account Health from Grey? See moreSuggestions
See which new features are most frequently requested, vote for your favourite and request your own.
See moreTraining
Looking for training? We offer several options, explore these below:
Training Courses Training Videos