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Workbooks System Administrator Training Course

Duration: 2 Days

Cost: £1,050 per attendee

Upcoming Dates:

Date Location Contact Us
Tuesday 27 & Wednesday 28 February 2024 Reading Email Us
Tuesday 19 & Wednesday 20 March 2024 Reading Email Us

NOTE:  Dates are subject to change depending on the number of bookings received.  For up-to-date information on how to achieve your training objectives please speak to your Account Manager or Project Manager or contact


The ‘Workbooks System Administrator Training’ course is invaluable in teaching you all the elements you need to know in order to set up and maintain your Workbooks system. This is an instructor-led classroom based course, delivered using a mixture of demonstrations and exercises for you to complete.

Whether you are undertaking your own implementation or working with us on a shared implementation, it’s important that you understand the principles of how the product works so you can undertake the work confidently and take ownership of your database.

Course manuals will be provided.

To enquire about dates beyond those shown above please contact

Who Should Attend?

This course is designed for users who have the responsibility for setting up, configuring and maintaining your Workbooks system, as well as anyone with responsibility for importing data into the system or for writing reports to show the key metrics for your business.

What Will I Learn?

On completion you will be able to:

  • Set up your Users, giving them access to the areas of functionality relevant to their job role;
  • Create new databases with/without customised configuration and data;
  • Import new data and update existing records;
  • Configure your records to support your company’s objectives and ensure that all data important to you is captured;
  • Customise the environment to make using Workbooks easy and ensure that all data important to you is captured.
  • Format templates so that routine data is displayed consistently, including creating professional documentation that can be sent to your customers and prospects;
  • Build simple template reports to display your key business data.

What Are The Course Prerequisites?

The only prerequisite for delegates is:

  1. Our Workbooks System Administrator Pre-Course Video must be watched prior to attendance to ensure the course content flows and is easily understood.  A link to the video will be included in your booking confirmation and reminder emails.  The video is approximately 22 minutes in duration and the course assumes you have watched it so please ensure you do.

Do I Need Any Special Knowledge To Take Part?

You don’t need to be a technical wizard to become a proficient System Administrator. However, experience of working with databases and/or a reasonable understanding of an application like Microsoft Excel would be helpful, along with a good overview of your organisation and what you intend to use Workbooks for.

Course Outline

Course section Description To Cover
Workbooks Data Structure A high-level view of how records link to one another
  1. Common fields used
  2. Linked/Lookup fields
End-User Customisation How to configure your environment and view
  1. Creating filters
  2. Selecting relevant columns
  3. Saving Views
  4. Desktop Shortcuts & Pinning
Workflow How the most common Lead to Cash process works
  1. Leads
  2. Conversion to Opportunities
  3. Creation of Transaction records
User Environment Setup How to set up and manage your users
  1. How to setup and manage your users
  2. How to add users and User Groups
  3. How to Control access to records (Capabilities)
Databases Create & manage new databases Create new database with/without data & customisation
Accounting Periods Set up and manage your Accounting Periods Set up your Accounting Periods
Exchange Rates Set up and manage your Exchange Rates
  1. Modify existing Exchange Rates
  2. Create rates with new currencies
Global Customisation How to configure the look and feel
  1. Creating Custom Fields
  2. Customising Form Layouts
  3. User Preferences
  4. Managing Queues
Importing How to bulk import data
  1. Importing new & updating existing Organisations
  2. Importing People & linking them to Campaigns
Web Integration How to use Web2Lead and Web2Case to integrate your website with Workbooks Creating web forms to feed data directly into Workbooks
Workbooks and Email How to push your emails, meetings and activities into Workbooks Introduction to Workbooks Email Dropbox and Workbooks Exchange Server Synchronisation
Templates How to create templates for bulk use
  1. Creating HTML Templates
  2. Modifying standard PDF templates
Bulk Actions How to automate the creation/update of records  using Bulk Actions Scheduling the creation of new records in bulk
Reporting Introduction to Reporting
  1. Simple list report
  2. Joining data from other records
  3. Limiting results using simple criteria

Location Of The Course & Directions

Our Workbooks office in Reading:

Unit 9, Suttons Park Avenue, Reading, RG6 1AZ. United Kingdom.

Please don’t rely on your sat nav to find us as they aren’t always as accurate as we’d like them to be.

For a map of our location please visit our Contact Us page.