Welcome to the Knowledge Base
Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
  - Login Protection
Training
- Training Videos
  - API Training Videos
- Training Courses
- Online CRM Success Clinics
  - Previous Success Clinics
- Workbooks Webinars
Desktop Environment
- Supported browsers
- Introduction
- Desktop
  - Setting up and configuring the Modern Theme
- Records
- Landing Pages
  - Bulk Actions
  - Customising Views
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Activities
- Introduction to Activities
- Using Activities
  - Meetings
    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Dropbox
- Sending Bulk Email
- Common Email Errors
- Mailing Lists
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Mailing Lists
  - Creating Mailing Lists
- Mailshots
  - Creating a Mailshot
- Marketing Campaigns
- Products
  - Pricing Schemes
  - Supply Scheme
- Upload Library
  - Using the Upload Library
- Templates
- Workbooks Web Insights
- GatorMail Integration
  - Setting up the Integration
  - Sending Mailshots using GatorMail
- Using HubSpot with Workbooks
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
- De-duplication and Merge
- Using PCA Predict
Reporting
- Introduction to Reporting
- Displaying Reports
  - Reporting Views (Reports on Landing Pages)
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
- Displaying reports within Record Views
- Audit Reporting
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Adobe Sign Integration
- Introduction to Adobe Sign
- Installing the Integration
- Using the Adobe Sign Integration
Mapping
- Introduction to the Mapping Module
- Using the Mapping Module
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Multistep Zaps
Outlook Connector
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
Exchange Server Sync
- Synchronising Tasks & Meetings
- Synchronising People & Contacts
- Synchronising Emails
- Setting up the WESS
- WESS Troubleshooting
Workbooks Mobile Client
- Workbooks Mobile Client
- Using the Mobile App
- Other Information
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
- PDF Configuration
Releases & Roadmap
- Roadmap
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- September 2015 Release
- May 2015 Release
- January 2015 Release
Workbooks Glossary
- Workbooks Glossary
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service

Preference Centre

Tip

Click Reset to default style to remove any changes you've made.

When communicating with your prospects and customers using Mailshots the email that they receive includes an unsubscribe option. You can see an example of what recipients see by clicking Start > Configuration> Email & Integration > Preference Centre.

The message is displayed as a Cascading Style Sheet (CSS). If you're familiar with CSS and want to edit the layout of the message, you can click Edit Style. To preview any changes, click Save & Preview. You can revert to the original style by clicking Reset to default style.

NOTE: By default the Workbooks logo will be included on your subscription management page. If you'd like to replace this with your own logo, visit the Upload Library, open the Company Logos category and click the one called workbooks_email_subscription_logo.png. Click Edit. You can choose a different file to upload. When you Save & Close the dialogue box this logo will be used on your subscription management page.

You can decide whether you want the unsubscribe lists to be based on Active Marketing Campaigns or Mailing Lists by going to Start > Configuration > Database > Database Settings, and ticking the checkbox under Mailshots accordingly.