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Workbooks Training - On-line, at your offices or our Training Centre

Workbooks Training plays an important role in maximising the value of your Workbooks CRM Software investment. We work with our customers to develop a complete end-to-end Workbooks Training plan that achieves meaningful and specific deliverables for your organisation. This approach enables administrators, managers and end users to obtain the knowledge and skills needed - minimising training time, maximising solution capabilities, and increasing overall business value.  Our aim is to get you productive with Workbooks as quickly as possible.

Formal Workbooks Training Benefits your Staff by...

  • Building confidence with Workbooks
  • Get up to speed quickly
  • Improving Accuracy and efficiency
  • Good work practices and consistency of Workbooks use with repetitive exercises
  • Learn the latest Workbooks tips and tricks to improve productivity
We provide a range of fully authorised Workbooks Training courses. We can also provide Workbooks Training tailored to your requirements, where you decide the topics you want us to cover. Training can be provided either online, on-site or at our fully equipped Training Centre. Every delegate gets a Training Manual or other documentation which can prove to be a helpful resource for future use of Workbooks.

Standard Workbooks Training Courses Include...

Workbooks Introduction Course (1 Day)

  • Layout of Workbooks and Navigation
  • Finding Information
  • Entering New Records
  • Managing Activities (Calls, Appts, Tasks)
  • Integrating Email (dropbox or Outlook)
  • Simple Filters and Advanced Searches
  • Basic Reports
  • Great for anyone new to Workbooks
workbooks_introduction_training_agenda.pdf
File Size: 158 kb
File Type: pdf
Download File

Workbooks Administrator Course (1 or 2 Days)

  • Customisation (Fields and Pick lists)
  • Users and Security
  • Importing and Exporting
  • Changing Templates
  • Integration with Mailchimp
  • Automation and Workflow
workbooks_systems_admin_agenda.pdf
File Size: 140 kb
File Type: pdf
Download File

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