Home / Workbooks System Administrator Pre Course Video

Workbooks System Administrator Pre Course Video

Workbooks System Administrator Pre Course Video

COURSE OUTLINE

Course section	Description	To Cover
Workbooks Data Structure	A high-level view of how records link to one another	Common fields used Linked/Lookup fields
End-User Customisation	How to configure your environment and view	Creating filters Selecting relevant columns Saving Views Desktop Shortcuts & Pinning
Workflow	How the most common Lead to Cash process works	Leads Conversion to Opportunities Creation of Transaction records
User Environment Setup	How to set up and manage your users	How to setup and manage your users How to add users and User Groups 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	Modify existing Exchange Rates Create rates with new currencies
Global Customisation	How to configure the look and feel	Creating Custom Fields Customising Form Layouts User Preferences Managing Queues
Importing	How to bulk import data	Importing new & updating existing Organisations 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	Creating HTML Templates 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	Simple list report Joining data from other records Limiting results using simple criteria