How can I find a number of Workbooks CRM records?

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  4. How can I find a number of Workbooks CRM records?

       Please, follow the instruction to find out where to look for Workbooks CRM records number:

  1. Go to your Workbooks dashboard and press “Start Button”.


  2. Choose a module you want to verify the records of. For example, you decided to check how many sales leads out there. Go to “Sales” menu item and press the side arrow.


  3. In the drop-down box pick the desired entity.


  4. You can see the exact number of your leads.


    A few easy steps above can help you to keep track of your CRM items. Knowing the exact number of records allows you to estimate the migration price. Please, use Data2CRM calculator for that.

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