Workbooks Record Types Type: #End User Training#Product Videos Familiarise yourself with different record types in Workbooks and how they link together, to make navigating, writing templates and reporting much easier. LENGTH IN MINUTES: 04:41
What Do Records In Workbooks Look Like? Type: #End User Training#Product Videos Find out about what different record types look like in Workbooks and how different fields work. LENGTH IN MINUTES: 22:52
The Standard Lead To Cash Workflow Type: #End User Training#Product Videos This video provides an overview of the standard workflow from an initial Lead through to generating transactions records such as Orders and Invoices and shows converting a Lead to an Opportunity. LENGTH IN MINUTES: 07:55
Searching For Data In Workbooks Type: #End User Training#Product Videos Learn how to find data in your system quickly and easily. LENGTH IN MINUTES: 03:54
Customising Picklists & Opportunity Stages Type: #Newsroom#System Admin Training Learn how to modify existing picklist values by deleting ones you don’t want to use and adding new options. You’ll also learn how to add and delete Opportunity Stages to reflect your sales process. LENGTH IN MINUTES: 19:00
Customisation Overview Type: #Newsroom#System Admin Training What can a System Administrator customise within Workbooks? Watch this video for an overview of the things that are within a customer’s control without needing help from the Workbooks team. This video forms part of a series of...
Linking Records Through Import Type: #Importing Training#Newsroom Once you’re familiar with the basics of importing, you’re likely to need to understand slightly more advanced approaches. This video covers how to import Organisation records, then carry out an import to bring in People...
Dashboards Type: #Product Videos#Reporting Training Learn how to bring your Workbooks reports and charts together in one place to provide the right information to the business. This tutorial includes how to apply dashboard filters. LENGTH IN MINUTES: 16:30
Creating Charts Type: #Product Videos#Reporting Training Bring your Workbooks reports to life by adding charts of various types, including bar charts, line charts, pie charts and dial charts. This tutorial covers how to create charts and includes a worked example of how to show targets...
Using Concatenation Type: #Product Videos#Reporting Training Learn how you can join data together in Workbooks reports using the Concatenation function, with examples including how to find customers who have bought product A but not product B, and people who are members of one marketing...
Using The CASE Function Type: #Product Videos#Reporting Training Find out how to use the CASE formula in Workbooks to test conditions in your report, with worked examples covering: allocating organisations to teams based on industry sector; applying priorities to support cases and applying...
Using The IF Formula Type: #Product Videos#Reporting Training Learn how to use the IF formula in Workbooks to test conditions in your report, to apply one criteria OR another and to count records. LENGTH IN MINUTES: 19:03