End User Training

Find out how using Workbooks will help you improve your sales effectiveness, keep all  your deals up-to-date and close more sales.  You’ll learn how to: Find and use the Sales Executive Dashboard; Update Opportunity...

Familiarise yourself with different record types in Workbooks and how they link together, to make navigating, writing templates and reporting much easier. LENGTH IN MINUTES: 04:41

Learn how to find data in your system quickly and easily. LENGTH IN MINUTES: 03:54

Customise views using filters to help you focus on groups of records that are important to you. LENGTH IN MINUTES: 16:14

Modify your Preferences to make using Workbooks easier for you. LENGTH IN MINUTES: 08:18

Find out how to create new Organisations and People LENGTH IN MINUTES: 05:39

Using Activity records to help you keep track of the interactions you’ve had or need to have with the People and Leads on your database. LENGTH IN MINUTES: 17:38

Learn how to send emails from within Workbooks, using templates and how to share emails between Workbooks and your email client. LENGTH IN MINUTES: 21:42

This video provides an overview of the standard workflow from an initial Lead through to generating transactions records such as Orders and Invoices and shows converting a Lead to an Opportunity. LENGTH IN MINUTES: 07:55

Find out about what different record types look like in Workbooks and how different fields work. LENGTH IN MINUTES: 22:52