White Cup Mobile App - Getting Started

Welcome to the White Cup Mobile App! This guide will walk you through the essential steps to get started and navigate the app.  Read here for more information on how to access and use key features.

Company ID and Authorization

What to do:
Upon opening the app (called White Cup, from wherever you download your apps), you’ll be prompted to enter your Company ID.

Tip:
If you don’t know your Company ID, it's usually the first portion of the url that you use to access CRM, or you can ask your system administrator for assistance.

Login Credentials

What to do:
Enter the same login credentials you use to access White Cup through a browser. 

Optional:
If you’d like the app to remember your login details for the next time, simply click on the “Remember Log In” checkbox.

Landing Page – Events

What to expect:
After logging in, you will be taken to the Events page.
This is your default landing page when you open the app.

Navigation Bar Features

Where to find it:
The navigation bar is located at the bottom (or top, depending on your device) and provides quick access to various sections of the app:

• Tasks
• Accounts
• Ship To’s
• Contacts
• Opportunities
• Products

Business Intelligence (BI) Dashboards:
To access the BI Dashboards, simply click on the button labeled “BI Dashboards” that is at the very bottom of the screen. 

Profile Access:
You can access your user profile by clicking the “Profile Button” in the navigation bar.

• Tip: This is also where you can find the Log Out button.
• Tip: Clicking the “Home” button will quickly take you back to your previous page.

Hyperlinks

What to know:
Anything that appears as a hyperlink in the app is clickable.
Use the links to view more details or navigate to related pages.

Ready to Start

That’s it! You are now ready to start using the app. If you have any further questions or need assistance, please feel free to reach out to your admin or support team.