Self-Paced Onboarding for Admins, Section 1: Define your Strategy
Self-Paced Onboarding for Admins, Section 2: Set up Contacts and Business Opportunities
Self-Paced Onboarding for Admins, Section 3: Organize your Process
Self-Paced Onboarding for Admins, Section 4: Implement your Privacy Strategy
Self-Paced Onboarding for Admins, Section 5: Customize your Data
Self-Paced Onboarding for Admins, Section 6: Work Smarter
Self-Paced Onboarding for Admins, Section 7: Measure your Success
REQUIRED Pre-Work: Import your Data
Take this REQUIRED pre-work video series before signing up for the live 'Import your Data' course
Recorded Training: Importing your Data into Copper
Sign up for this course AFTER taking our required importing pre-work course.
Recorded Training: Copper Custom Reporting
Watch this recorded webinar and being building your own custom reports with your Copper data.
Self-Paced Copper Onboarding for Admins
Recorded Training: Copper Onboarding for Users
Watch this video and in 2.5 hours, your team will learn the tools and best practices to flourish as a Copper User
Import your Data
Prepare your data with video exercises, then attend our live virtual class to finish up your import!
Custom Reporting Training (2.5 hrs)
Build basic custom reports with Copper’s Custom Report Builder and Google Data Studio
LIVE Office Hours: Copper Workflow Automation
Join our Copper Workflow Automation Expert to Get Your Questions Answered Live!
LIVE Office Hours: Copper Reporting
Join one of our Copper Reporting Experts and get answers to your reporting questions.