Welcome to our Training Program at Copper! We currently offer a variety of courses to help you make the most of Copper. Click the course type below to sign up.
For more resources visit our Knowledge Base or chat with other Copper Users in our Community.
Section 1: Define your Strategy - Self-Paced Onboarding for Admins
FREE
Section 2: Set up Contacts and Business Opportunities - Self-Paced Onboarding for Admins
FREE
Section 3: Organize your Process - Self-Paced Onboarding for Admins
FREE
Section 4: Implement your Privacy Strategy - Self-Paced Onboarding for Admins
FREE
Section 5: Customize your Data - Self-Paced Onboarding for Admins
FREE
Section 6: Work Smarter - Self-Paced Onboarding for Admins
FREE
Section 7: Measure your Success - Self-Paced Onboarding for Admins
FREE
REQUIRED Pre-Work: Import your Data
Take this REQUIRED pre-work video series before signing up for the live 'Import your Data' course
FREE
Recorded Training: Importing your Data into Copper
Sign up for this course AFTER taking our required importing pre-work course.
FREE
Self-Paced Copper Onboarding for Admins
7 Courses
Recorded Training: Copper Onboarding for Users
Watch this video and in 48 minutes, your team will learn the tools and best practices to flourish as a Copper User
FREE
LIVE: Copper Onboarding Class - Tuesdays & Wednesdays
Join one of our Copper Onboarding Experts
FREE
LIVE: Copper Workflow Automation Q&A - Tuesdays
Join our Copper Workflow Automation Expert to Get Your Questions Answered Live!
FREE
LIVE: Copper Reporting Q&A - Wednesdays
Join one of our Copper Reporting Experts and get answers to your reporting questions.
FREE
LIVE: General Q&A - Thursdays
FREE
Filter through the Noise
Learn all about using Copper's filters to sort your data, create and save custom lists, and surface the information you need, when you want it!
FREE
Working with Opportunities and Pipelines
Join us for a full explanation of what Opportunities and Pipelines are, how to define your sales process, and commonly asked questions about working with Opportunities in Copper.
Import your Data
Prepare your data with video exercises, then attend our live virtual class to finish up your import!
2 Courses
Recorded Training: Copper Custom Reporting
Watch this recorded webinar and being building your own custom reports with your Copper data.
FREE