Learn Workroomly.
Short lessons and guided paths for your everyday work.
What do you need the business to do better?
Choose the motion under the most pressure. We’ll take you from the operating problem to a working Workroomly flow.
Acquire
Solve one workflow. Understand the system around it.
22 lessons
Create a campaign with a focused audience
Define a campaign’s purpose and audience so it includes the right customer records rather than everyone in your CRM.
Open lessonHand off an agreed customer job to delivery
Turn the customer’s accepted scope into a linked delivery task and give Finance the information it needs without losing the agreement’s conditions.
Open lessonReview a quote and its current version
Check a commercial document’s customer, pricing, terms and revision history before relying on it or sharing it.
Open lessonAdd a customer update and create a follow-up task
Keep the latest customer update on the lead and turn the next action into a linked Board task with an owner and due date.
Open lessonMove a deal to its next stage
Advance an existing deal through its available lifecycle transition and check that the intended stage is saved.
Open lessonCapture and update a customer enquiry
Save a lead with a useful enquiry summary, then update and find it again when the next action becomes clearer.
Open lessonCreate an account and link a contact
Create a company record, add its contact and check that the two records are linked.
Open lessonCheck your CRM space and pipeline
Confirm where your team works and understand the stages an enquiry or deal should follow.
Open lessonUnderstand how a page captures enquiries
Learn how page content, forms, submissions and CRM routing fit together before you publish.
Open lessonFind your way around CRM
Find the company, person or enquiry you need, and understand where to keep the next customer action.
Open lessonThe lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.