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
  - Tips & Tricks on the Desktop
- 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
- Upload Library
  - Using the Upload Library
- Templates
- Workbooks Web Insights
- Using HubSpot with Workbooks
GatorMail Integration
- Setting up the Integration
- Sending Mailshots using GatorMail
  - Creating a GatorMail Mailshot without a Marketing Campaign
- GatorForms
- GatorMail Domain Setup
- GatorMail Field Mappings
- GatorMail Hard Bounces
- Setting up GatorMail Workflows
  - Triggered Mailshots
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
Compliance Record
- Introduction to Compliance Records
- Enabling Compliance Records
- Creating Compliance Records
- Using Compliance Records
Data Enrichment
- Introduction to Data Enrichment
- Setting up Data Enrichment
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
- Changing the size/colour of Map Pins
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
- Modern UI on Mobile/Tablet
- 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
- May 2018 Release
Workbooks Glossary
- Workbooks Glossary
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service

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: Opportunity management enabling them to adopt sales best practice and a consistent sales cycle Forecasting and Reporting tools Quotations for producing professional quotations based on a Product Book which supports Pricing Schemes.
Marketing Automation	Marketers are able to leverage powerful tools to execute Marketing Campaigns including: Reporting tools to segment data for effective targeting Web2Lead to capture leads automatically from your website Lead management and tracking to distribute leads to the sales teams Integration with Google Adwords & Analytics Integration with email marketing tools such as MailChimp, dotMailer and Constant Contact Email & Email Templates Campaign Management to track results and measure marketing ROI.
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. Workbooks allows you to create Orders, Invoices, Credit Notes and Supplier Orders quickly and easily in PDF format.