Knowledge Base

Workbooks provides you with a few different integrations with your email client. Ensuring that important correspondence is stored within Workbooks and can be made accessible to other users within the business. Which option is best suited for

If you prefer to use an SMTP server to send emails from Workbooks, an email account has to be configured in Workbooks containing your SMTP server details, such as name and port. The Workbooks server

Workbooks enables you to send emails directly to your business contacts and record these emails against the relevant records so that you have a history of your communication. You can: Send emails from any Workbooks

As with other email software, you can set up Email Signatures within Workbooks.

Use Mailing Lists or Mailshots to send multiple emails at once

Send your emails en masse using Mailing Lists.

Introduction Creating emails Adding recipients Writing your message Email Assistant Navigating the Email Assistant Adding links Adding images Including attachments Sending your email Scheduling your email to be sent Viewing emails NOTE: Users of the