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Internal Training

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Internal Training

Whiteboard Support is moving to Zendesk!
Justin AcklinMay 26, 2021

Contact Support

Email: support@whiteboardcrm.com

Hours: Mon – Fri (9AM – 5PM CST)

Subscription Management

Add new user(s) to my Account

Remove/reassign an existing Whiteboard user(s)

Pause/cancel Whiteboard Subscription

Getting Started With WB Videos

“Getting Started” with WB

Exporting Data Out of WB

Importing Data Into WB

Managing Email Signature and Assets in WB

Understanding WB Campaigns

Activating/Deactivating WB Campaigns

Creating New WB Campaign Actions

Quickly Email Entire Database in WB

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