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All Workbooks Discussions
Outlook Integration?
Do you have integration with Outlook and what does it provide ?
Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep?
We use WordPress on our website. Is it easy to map across the data capture fields?
G2
Verified User in Publishing
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G2
Verified User in Computer Software
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Do you have many US-based customers?
How prevalent is WB in the US?
G2
Verified User in Information Technology and Services
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Can I configure your system to limit what people can see what data in the system and how easy is this to do?
Can I configure your system to limit what people can see what data in the system and how easy is this to do?
Also can I see what users have done already in the system?
Where do you store data I put in your system and under what jurisdiction will it be held ?
Where do you store data I put in your system and under what jurisdiction will it be held ?
MB
Managing Consultant at Step Ahead Recruitment Ltd - Sales/Marketing/Digital Specialist
We want to make better use of using Mailchimp for our marketing and sending out newsletters. What's the best way to go about this?
Using Mailchimp correctly to send out newsletters
Sending email from Gmail into person / organisation record on CRM
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