- 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
- 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
Using the Knowledge Base
Tip
Visit our Forum to post any questions you have about how to use Workbooks
You should be able to find all the information you need about using Workbooks Online in the following pages. If you're stuck, you can post your query on one of our forums, or search for what you're looking for.
We've tried to set out this Knowledge Base in an intuitive way so you can navigate to what you want to know as quickly as possible.
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, and then have a browse.
There are a few screenshots across the Knowledge Base to help you understand what goes on in 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.