To help you get going with Workbooks quickly and easily, we’ve put together a series of videos aimed at all end users. If you’ve been using Workbooks for a while and just want a refresher on a topic, feel free to dive in. If you’re new to Workbooks we recommend you watch the videos in the following order:
- Workbooks Record Types
- The standard Lead to Cash workflow
- Searching for data in Workbooks
- What do records in Workbooks look like?
- Applying filters and views
- Creating Organization and People records
- Working with Activities
- Working with Email
If you have more formal training needs or have suggestions for other video topics, please contact email@example.com. Remember too, there’s a wealth of information on our Knowledge Base.