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Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Knowledgebase articles

Welcome to the Knowledge Base

Please use the search tool above, the left-side menu or the links below to browse through our Knowledge Base.

New to Workbooks?

Are you using Workbooks CRM for the first time?

Training videos

We have a number of videos available for you to help you get up to speed with Workbooks.

System Admin

System Administrator? Familiarise yourself with the following: