Knowledge Base

The script that actually communicates and makes updates on either sides. Completing step – 3(Force24 Main tab) will automatically create a set of scheduled processes within Workbooks, communicating to Force24. Please see the processes  and what

The Workbooks and Force24 integration gives you the ability to manage and segment your data, review campaign success and report on results all in one place via a single sign-on login within your Workbooks database.

Some of these steps are taken prior to Onboarding, given that an order for Force24 has been submitted. 

Marketing is an essential component of a successful sales process, and Workbooks provides you with comprehensive set of marketing tools to help segment customer data and feed only the best possible information through to your

Mailshots are used to send personalised emails in bulk to the members of a Campaign. Depending on the type of  Mailshot used, they can use a Mailshot Templates that contain placeholders that can pull through

Typically you’ll undertake marketing activity where you want to communicate with a targeted group of People / Organisations / Leads, based on a shared attribute or group of attributes.  For example, you might be releasing

The Upload Library allows you to store files or images that can be easily accessed by different product areas (i.e., Emails, Templates, or Records) of  Workbooks.

Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional and you can use all other aspects of the CRM system without

Send your emails en masse using Mailing Lists.