Events & Webinars

Join this webinar to hear from Chris Roessler, VP Marketing and Adverting at Rotary Corporation. He\'ll explain: How Rotary transitioned from Salesforce with minimal disruption What are the high-risk areas in...

Join us on the 6th of December to learn more about how Workbooks Activities can help you keep track of everything you need to do.  We will be looking at: Prioritising Activities based on the record they relate to; Using a...

Come and join our next drop-in webinar to expand your Workbooks knowledge! In this week’s webinar, we will be discussing: Understanding and Creating Marketing Campaigns – Explore the key elements of a successful...

Test with Support Team to confirm what is seen in GTW and WB when set to reoccurring. Will also test what happens when all register but people miss some.  Shall set up for happening 4 times (Tues, Wed, Thur, Fri) Event run...

Wednesday 29th January 2025 4pm GMT, 11am EST, 8am PST  Join this virtual event to discover the results of the Sales & Marketing Opinion Exchange survey. It reveals some surprising statistics around CRM, including:  ...

Join us on the 4th of December to learn about the latest enhancements to your Workbooks platform. We will be showcasing the launch of the \'Green Theme\' and an overview of the new Projects module.

Join our CRM and Marketing Automation webinar to hear from Lee Senior Programme Director, Strategic Partnerships, at Force 24 and Jamie Horastead, Sales Director, at Workbooks. Get a demo of Force24 and find out how to: ...

Join implementation consultant Adam Pearce on Wednesday the 11th December as he recaps Workbook\'s new project module. We will be demonstrating how to: Log and manage time Manage budget Delivery Summaries Resource...

Join us for an informative session with our Customer Support Manager, Ed Patterson and and our Customer Success Manager, Jean Hardie-Matthews. We\'ll delve into the exciting enhancements introduced in our most significant release...

  If you’re looking for handy ways to save time and make your Workbooks navigation easier, check out these time-saving features. From customizing your views, to pinning the screens you need – these shortcuts are sure...

Join us on the 8th of November as we look into the new Project Records and how it can be customised to suit your needs. We will be discovering: What are the ideal use cases for this type of record? How does the Project...

Join Customer Support Manager, Ed Patterson as he takes you through everything that will become available in the 7.2 release. Within the webinar, you will discover: How to add activities to your springboard. How to get...