- 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
-
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
- March 2021 Release
- 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
Tip
Watch our 'Getting Started with Workbooks' video at the foot of this page to get a head start with using Workbooks.
Unlike many other CRM solutions, Workbooks is intuitive and simple to understand. Workbooks provides a "windows-like" desktop interface with advanced features, such as sorting, grouping and filtering.
When you login, you'll see the Desktop and the Welcome Message (6), as shown below.
- Use the Start button (1) to access your records and other parts of Workbooks.
- Click the Training Videos icon (2) to access our current short training videos. These are added to regularly so remember to revisit this page from time to time.
- Use the Search icon (3), or search bar to find the records which you're looking for quickly.
- Use the two small icons (4) in the taskbar to close all windows, or show only the current window, respectively.
You can control which, if any, windows open automatically when you login, by 'pinning' Landing Pages and/or records using the pushpin symbol towards the top right right-hand corner: (5). Clicking on this symbol changes the symbol's appearance (so it now shows like this ) and causes the Landing Page or record to open when you first login.
NOTE: The window will appear the same size and in the same position as it was when you pinned it. You can stop the window from opening on login by clicking on the pushpin again or by deleting the option from the My Pinned Windows section within Preferences.
Clicking Start opens a menu from which you can navigate to records. For example, clicking Start > People opens the My People Landing Page, seen below. From here you can choose to show other views, open records, customise the appearance of the grid, create new records and manage queues.
Read more about this functionality in the page on Landing Pages.
Our Getting Started with Workbooks video will help you with:
- Logging in.
- Searching for data.
- Navigating via Landing Pages.
- Working with data in forms.
- Customising views.
- Setting your Preferences.
Click play to start.
Getting Started with Workbooks
Approx 15 mins
Related content