GI connects to the same Workbooks account as IR Impact

Section: Workbooks CRM integration

Assumption: Workbooks will be shared at account level, but GI data must be clearly attributable and isolated within it.

Agreed item: Confirm that GI connects to the same Workbooks account as IR Impact.

• No, it’s a new database for GI
• Note, change of CRM projected for 2026. Therefore phase 1 of GI website to be built without CRM integration, reducing visibility of data mapping for identifiable user activity

Source: GI website scoping workshop notes (12 Jan, 10–12pm)