Knowledge Base

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.