Knowledge Base

Marketing is an essential component of a successful sales process, and Workbooks provides you with comprehensive set of marketing tools to help segment customer data and feed only the best possible information through to your

Mailshots are used to send personalised emails in bulk to the members of a Campaign. Depending on the type of  Mailshot used, they can use a Mailshot Templates that contain placeholders that can pull through

Marketing Campaigns can be used to track interactions with targeted groups of People/Organisations or Leads, perhaps for Events or Mail Shots

The Upload Library allows you to store files or images that can be easily accessed by different product areas (i.e., Emails, Templates, or Records) of  Workbooks.

Workbooks can be used to store information on the goods and services that you sell or buy, which can then be used to automatically populate information on the Line Items of your documents

Send your emails en masse using Mailing Lists.