Implementation & Onboarding Recommendations for CRM Learning – White Cup Support

As you move through your implementation, or as new users onboard to White Cup, the below resources are recommended for review to help you learn about using CRM, then practice the topics as needed.

Most of these topics will be covered in one of the implementation training sessions; you can read ahead by reviewing these links, or use them to assist you while practicing key tasks after each session. Then continue using the Knowledge Base by searching for additional topics as needed!

Everyone Start Here

CRM Overview	Getting Started: First Steps in CRM	Dashboards	Lists
Tasks	Email Syncing	Calendar Syncing	BI how-to videos

More Resources for System Administrators

Admin Foundations	User Management	Forms & Fields
Role-based Dashboards	Domain Syncing for Email	Domain Syncing for Calendars
Workflows	Processes in CRM	BI Administration section