Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Using the Knowledge Base
Last updated : 29th November 2024
Tip
You should be able to find all the information you need about using Workbooks Online by navigating through the menu options on the left. Alternatively, you can use the search bar to find what you’re looking for.
If you’re new to Workbooks, we’d suggest you take a quick look at the pages in the Introduction and Navigation & Editing sections first.
There are a few screenshots across the Knowledge Base to help you understand what happens within Workbooks. Simply click on the screenshot to open a bigger image so you can see the detail more easily.
- Workbooks for Salespeople:
Why not check out what Workbooks can do for you in the Leads and Opportunities sections? After that, go the Reporting section and see how the Reporting tool in Workbooks can help you manage better your Leads and Opportunities. - Workbooks for Marketers:
Take a look through the Marketing section and learn how Workbooks can help you create and track Marketing Campaigns. In the Reporting section, find out how to create reports which can, for example, tell you how well your Campaigns are doing. - Workbooks for Sales Support:
Check out the Transaction Documents section to see how you can create and manage Orders, Invoices, Suppliers etc. - Workbooks for Customer Support:
Learn how to manage your Cases and about Web2Case which automatically creates a Case in Workbooks when someone logs an issue on your website. See this and more Support tips in the Cases section. - Workbooks for System Administrators:
Learn about what happens ‘under the Workbooks bonnet’ in the System Administration section.
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