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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 


See which new features are most frequently requested, vote for your favourite and request your own.

Better logical searching   Ability to vary the width of a dropdown selection box.   New theme improvements   See more 


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

Training Courses  Training Videos  Workbooks Webinars