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:

  1. Workbooks Record Types
  2. The standard Lead to Cash workflow
  3. Searching for data in Workbooks
  4. What do records in Workbooks look like?
  5. Applying filters and views
  6. Preferences
  7. Creating Organization and People records
  8. Working with Activities
  9. Working with Email

If you have more formal training needs or have suggestions for other video topics, please contact  Remember too, there’s a wealth of information on our Knowledge Base.