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Knowledge Base

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Knowledgebase articles

Welcome to the Knowledge Base
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
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Getting Started
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- Introduction
- Desktop
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Preferences
- Introduction to Preferences
- Setting your Preferences
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Activities
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- Kanban View
- Using Activities
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    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
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- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Case Portal
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  - Using the Case Portal
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Email
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Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
- Imports Troubleshooting
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  - Why am I not able to filter by Import Type in All Imports view
- Quick Import (BETA)
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- Displaying & Adding Leads
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  - Using the Upload Library
- Templates
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- Force24
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- Introduction to Opportunities
- Displaying & Adding Opportunities
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- Kanban View for Opportunities
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- Creating a new Project
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    - Using your Dropbox
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Auditing
Comments
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- Using Postcode Lookup
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  - Introduction to Data Enrichment
  - Setting up Data Enrichment
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- Introduction to Reporting
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- Report Snapshots
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- Sagelink
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Editions & Licensing

Renewing Licences

Last updated : 29th October 2024

When and how to renew your Workbooks licences.

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success@workbooks.com

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Suttons Park Avenue,
Reading,
RG6 1AZ,
United Kingdom

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