Secrets to CRM: How a major US manufacturer succeeded with a No-BS approach Type: #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...
Using Workbooks to help plan your working day Type: #Events & Webinars 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...
Workbooks drop-in-clinic: Snapshot Reporting Type: #Events & Webinars Come and join our bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this week’s session you will learn about Snapshot Reporting and how it can be used for Trend Analysis...
Support Reoccurring Webinar Test Type: #Events & Webinars 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...
Workbooks drop-in-clinic: Master your Charts Type: #Events & Webinars Come and join our bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this week’s session you will learn how to generate charts to display data within your reports, which is...
Workbooks drop-in-clinic: Tying data from multiple columns into a String Type: #Events & Webinars Come and join our bi-weekly drop-in webinar to help build your reporting knowledge within Workbooks and ask our support team questions. For this week’s session, we’ll continue looking at using formulae within your reports...
Workbooks drop-in-clinic: Create Conditional Statements Type: #Events & Webinars Come and join our bi-weekly drop-in webinar to help build your reporting knowledge within Workbooks and ask our support team questions. For this week’s session, we’ll continue looking at using formulae within your reports...
Workbooks drop in clinic: Craft your Formulae Type: #Events & Webinars Wednesday 7 May at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join us on our bi-weekly drop-in webinar to boost your Workbooks reporting knowledge and ask questions of our support team to build up your Workbooks...
Workbooks drop-in-clinic: Sharing Reports Type: #Events & Webinars Come and join our bi-weekly drop-in webinar to help build your reporting knowledge within Workbooks and ask our support team questions. In this week’s session, we’re going to show you how to share the information from your...
Workbooks drop-in-clinic: Conquering Conditional Formatting within Workbooks reports Type: #Events & Webinars Wednesday 9 April at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join our bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this week’s session, we’re building on...
Workbooks drop-in-clinic: Wrangle your records Type: #Events & Webinars Wednesday 26 March at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join our informal bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this session we’re looking at...
Workbooks drop-in-clinic: Unify your reports Type: #Events & Webinars Wednesday 12 March at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join our bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this session we\'re looking at how to...
