Events & Webinars

Join this webinar to hear from Chris Roessler, VP Marketing and Adverting at Rotary Corporation. He\'ll explain: How Rotary transitioned from Salesforce with minimal disruption What are the high-risk areas in...

Join us on the 6th of December to learn more about how Workbooks Activities can help you keep track of everything you need to do.  We will be looking at: Prioritising Activities based on the record they relate to; Using a...

Come and join our bi-weekly drop-in webinar to help build your reporting knowledge within Workbooks and ask our support team questions. In this week’s session, we’re going to show you how to share the information from your...

Wednesday 9 April at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join our bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this week’s session, we’re building on...

Wednesday 26 March at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join our informal bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this session we’re looking at...

Wednesday 12 March at 4:00pm UK time, 11:00am EST, 08:00am PST Come and join our bi-weekly webinars, designed to give you the skills and knowledge to improve your Workbooks usage. In this session we\'re looking at how to...

Wednesday 26th February 4pm UK time, 11:00am EST, and 8:00am PST  Want to improve your reporting skills in Workbooks? Join our support team and other users in our new bi-weekly webinar where you can get tips, tricks and...

Wednesday 12th February 3pm GMT, 10am PST Want to start building your Workbooks\' reporting skills? Join our 40 minute webinar if you\'re new to reporting and want to learn how to get started. We\'ll cover: How to use...

Wednesday 29th January 2025 4pm GMT, 11am EST, 8am PST  Join this virtual event to discover the results of the Sales & Marketing Opinion Exchange survey. It reveals some surprising statistics around CRM, including:  ...

Join us on the 4th of December to learn about the latest enhancements to your Workbooks platform. We will be showcasing the launch of the \'Green Theme\' and an overview of the new Projects module.

Join our CRM and Marketing Automation webinar to hear from Lee Senior Programme Director, Strategic Partnerships, at Force 24 and Jamie Horastead, Sales Director, at Workbooks. Get a demo of Force24 and find out how to: ...

Join implementation consultant Adam Pearce on Wednesday the 11th December as he recaps Workbook\'s new project module. We will be demonstrating how to: Log and manage time Manage budget Delivery Summaries Resource...