Knowledge Base

How to use Fields to make information stored on one record appear on another, such as the Postcode from an Organisation record to appear on an Opportunity record.

Record Templates allow you to create a new record, with pre-filled values in fields of your choice. For example, if you set the Priority field to “Low” then every time you create a new record

An introduction to customising Form Layouts so you can change the appearance of Workbooks records to only show information relevant to your business.

Examples of how you can use Workbooks to incorporate reports into your custom fields, such as by using a Report as a Frame, on a Tab, or as a Cell.

How to use Opportunity Stages to reflect the stages in your sales cycle and why you should assign probability percentages to them.

How to create Custom Fields and the differences between each of the types available.