Our latest video is on building and extracting contact lists in WorkBooks’ CRM module
Whilst companies are currently communicating critical business changes with their clients, we are frequently being asked how to search, filter and export contact information.
Deltek WorkBooks‘ resource list functionality is part of the CRM module. It allows you to filter and extract contact lists. You can create filters based upon standard attributes, such as region and job title, or customize profile attributes, such as preferred communication channels or client profiles. Lists can be exported into XLS, or you can leverage the ActiveCampaign integration. To learn how to integrate the lists directly into ActiveCampaign, you can review the article in the WorkBook help portal.
Watch our video on exporting contact lists from WorkBook.