Setting your Email Signature

White Cup CRM allows you to set your own default email signatures that apply to emails sent from your configured inbox as well as emails sent from records. To do this:

1. Select your user dropdown (in the top right) and select Profile. 

   

2. Select the Edit icon on the top right of the profile page.  (Or select Edit Profile in the left side Actions pane.)

   

3. To create a new signature, select New Signature. 

4. The new signature dialog appears. Click it to customize the new signature with title and details , then Save. 

5. Once created, the new signature can be applied to a configured inbox within the Inbox Configuration screen, or on the Profile Screen.
6. You can also set the signature to be used as a default when sending emails from WCCRM records by selecting Set as Default on the signature. 

Note: Users can be restricted from using a custom signature, depending on the setting in Email Settings.