Import Basics Type: #End User Training This tutorial takes you through the basics of importing data into Workbooks. It covers the stages of the Import Wizard, which are relevant for any import, and provides a worked example of importing Sales Leads. LENGTH IN MINUTES:...
What Do Records In Workbooks Look Like? Type: #End User Training Find out about what different record types look like in Workbooks and how different fields work. LENGTH IN MINUTES: 22:52
The Standard Lead To Cash Workflow Type: #End User Training 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
Working With Email Type: #End User Training 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
Working With Activities Type: #End User Training 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
Creating Organisation And People Records Type: #End User Training Find out how to create new Organisations and People LENGTH IN MINUTES: 05:39
Preferences Type: #End User Training Modify your Preferences to make using Workbooks easier for you. LENGTH IN MINUTES: 08:18
Applying Filters And Saving Views Type: #End User Training Customise views using filters to help you focus on groups of records that are important to you. LENGTH IN MINUTES: 16:14
Searching For Data In Workbooks Type: #End User Training Learn how to find data in your system quickly and easily. LENGTH IN MINUTES: 03:54
Workbooks Record Types Type: #End User Training 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
A Day in the Life of a Salesperson Type: #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...
