Getting Started in CRM

As you, or new team members, start using White Cup CRM, there are a few best practices that will help you and your teams get the most out of White Cup.  Here are our recommendations:

1. Start logging all Tasks on your records.  This will help keep everyone up to date on what's going on with an account or contact, including providing visibility to sales reps using CRM Mobile app.
2. Sync your inbox and calendar.  This will help capture more updates without having to document each one directly on the record each time.
3. Become familiar with using your Dashboard and Widgets, including any role-based dashboard created by your CRM administrators.
4. Use Lists to quickly access a subset of records in each of the CRM modules.

Many of these items are covered in a CRM How-to Video.  We also have videos on the CRM Foundations for your review, and they include links to related articles for additional information.  

You can also review the articles in the CRM User Guide section, or search our Knowledge Base for content on the various topics.