- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Introduction to Workbooks
Tip
Visit our Forum to ask questions to the Support Team at Workbooks
Welcome to the Knowledge Base. In this area, you'll find information on how best to use and configure the Workbooks applications to meet your goals.
If you are the Workbooks System Administrator and are looking for information on how to configure your Workbooks account then you should read the information in the Configuration area of the Knowledge Base.
If you are a Workbooks user and want to find out more about the product, then the Knowledge Base should provide you with the answers. You can either navigate the menus in this section, click on a tag or search the entire community site for an answer to your question. If you can't find the answer you're looking for, ask the question in the forum section of the site.
What is Workbooks?
Workbooks is a suite of web-based applications designed for small and mid-size businesses. At its heart is a database of records which allows you to store and report upon your key business information. Our customers typically use Workbooks for:
Contact Management |
Allowing you to track the Organisations and People you deal with and record Activities, Notes and Email against the right records providing a complete view of your interactions. Workbooks allows you to manage Suppliers and Partners alongside Customers, Prospects and even Competitors giving you a clearer picture of your ecosystem. |
Sales Force Automation |
Sales teams benefits from having easy to use, but effective sales management tools, including:
|
Marketing Automation |
Marketers are able to leverage powerful tools to execute Marketing Campaigns including:
|
Customer Support |
The Workbooks Case Management system allows you to integrate your support teams with the rest of the business. Using Cases support teams can log trouble tickets, assign cases to Queues and Users, set priorities and track the progress of a case. |
Order Fulfilment |
Using Workbooks Transaction Documents you can create and track your entire sales order and fulfilment process. |
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