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Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes. 

Example processes that are frequently implemented in Workbooks include:

  • Lead Conversion:
    The process of taking a Lead, qualifying it according to your standards and converting into a sales Opportunity with the appropriate People and Organisation records.
  • Transaction Document Process:
    Creating Quotations from Opportunities, then Orders, then Invoices and if necessary Supplier Orders (purchase orders) and Credit Notes.
  • Customer Agreements:
    Before you can process Orders, Organisations or People need to be approved as Customers.
  • Document Control:
    You can separate the ability to create 'draft' documents and 'posted' documents by roles if appropriate.

Process flows in Workbooks are underpinned by key elements of functionality:

  • Queues:
    The ability to assign a record to a queue, allowing multiple people to be notified that an action must be taken.
  • Notifications:
    Enabling users to be notified that they must complete the next step of the process.
  • Permissions and Capabilities:
    Controlling which users can view or modify certain record types and status.
  • Flowing Fields:
    Values from fields automatically flow between records when one record is created from another.  For example, if you have a custom field on a Lead and convert the Lead into an Opportunity, the values in the Lead fields will be carried forward to the Opportunity as long as the field names are identical on both records.

Related content

How to use Fields to make information stored on one record appear on another, such as the Postcode from an Organisation record to appear on an Opportunity record.

Once you have qualified a Lead, you will want to convert the Lead into new Person and Organisation records, and perhaps create an Opportunity record.

Queues are a concept in Workbooks which enable you to assign records to a specific group or function and allow you to notify the relevant people involved.