2020 Releases

ON24 is a cloud-based platform used for delivering online webcast content. Using Workbooks Events, this integration can be used to streamline the process of reporting on your webcast delivery and it’s performance directly in CRM. This integration

Kanban Overview Sometimes it makes sense to see your Activity records in the context of a Kanban Board rather than a grid. The Workbooks Kanban View serves to visualise Activities based on their stage or

It is possible to create a number of Views for a Dashboard with different Filters applied to allow the data to be presented in a number of different ways. To add a View to a