Workbooks vs Salesforce, Microsoft and HubSpot: See how they compare Type: #E-books and Whitepapers#Whitepapers Our latest customer survey reveals who’s voted best overall, and for deployments and support.
5 signs you need Managed Service CRM Type: #Blog#CRM#Newsroom If you feel like you’re not getting the most from your CRM or that you don’t have enough time to manage your platform as a team – there\'s good news. Workbooks now offers Managed Service CRM, where we take on some or all of...
Creating A New Report Type: #Newsroom#Reporting Training Learn about the four ways you can start your Workbooks reports: Using templates; Copying an existing report; Using a pre-populated report; Blank reports. LENGTH IN MINUTES: 03:49
List Reports Type: #Product Videos#Reporting Training Learn about the fundamental building block of all Workbooks reports – a Details view. This tutorial covers how to add in new columns, apply criteria and covers how to start building a Sales Pipeline report as well as...
Summary Reports Type: #Product Videos#Reporting Training This tutorial guides you through adding Summary views to your Workbooks reports so that you can include sub-totals and groups. It also introduces the concept of split columns, enabling you to build matrix reports. LENGTH IN...
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
Joining Records Type: #Product Videos#Reporting Training Combining data from related record types enables you to leverage data from different parts of your database and build sophisticated reports. This tutorial covers joining record types together and things to bear in mind when doing...
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
Conditional Formatting Type: #Product Videos#Reporting Training Learn how to introduce colour and bring your Workbooks reports to life by including conditional formatting. LENGTH IN MINUTES: 11:03
