Workbooks Data Structure |
A high-level view of how records link to one another |
- Common fields used
- Linked/Lookup fields
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End-User Customisation |
How to configure your environment and view |
- Creating filters
- Selecting relevant columns
- Saving Views
- Desktop Shortcuts & Pinning
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Workflow |
How the most common Lead to Cash process works |
- Leads
- Conversion to Opportunities
- Creation of Transaction records
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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)
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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
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Global Customisation |
How to configure the look and feel |
- Creating Custom Fields
- Customising Form Layouts
- User Preferences
- Managing Queues
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Importing |
How to bulk import data |
- Importing new & updating existing Organisations
- Importing People & linking them to Campaigns
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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
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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
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