Copper University for Admins

Copper University for Admins

About this course

Click "Register" on the top right-hand side of the screen to get started!

 

What to Expect:

This guide is here to help you grow your business. Use this guide to get up and running on Copper quickly.

 

Setup: Admin settings and Copper functionalities that can be leveraged to make Copper work for you

Team Training: How to onboard new team members and work more cohesively across all departments

Course Topics02:45

  • Introduction
  • Welcome! 00:01
  • Getting Started with Copper CRM 00:05
  • Ramping Up with Copper
  • Onboarding Webinar 01:00
  • Contact Management
  • Create a New Contact Type 00:01
  • Create an Activity Type 00:01
  • Create Custom Fields 00:01
  • Create an Email Template 00:01
  • Create and Add a Tag 00:01
  • Contact Management Features Recap 00:01
  • Deal Management
  • Create a Pipeline 00:01
  • Create Custom Fields 00:01
  • Create Lead and Opportunity Sources 00:01
  • Create Loss Reasons 00:01
  • Create Lead Statuses 00:01
  • Deal Management Feature Recap 00:01
  • Project and Task Management
  • Create an Activity Type 00:01
  • Create a Task 00:01
  • Complete a Task 00:01
  • Project and Task Management Feature Recap 00:01
  • Importing Your Data
  • Data Import Webinar 01:00
  • Import Your Data into Copper 00:01
  • Reporting In Copper
  • In-app Reporting 00:01
  • Filtering Your Data 00:01
  • Reporting in Copper Recap 00:01
  • Personal Preferences
  • Team Permissions 00:01
  • Email Visibility 00:01
  • Notification Settings 00:01
  • Personal Preferences Recap 00:01
  • Additional Support
  • Support and Advanced Topics 00:05
  • Train Your Team 00:05
  • Case Studies 00:05

About this course

Click "Register" on the top right-hand side of the screen to get started!

 

What to Expect:

This guide is here to help you grow your business. Use this guide to get up and running on Copper quickly.

 

Setup: Admin settings and Copper functionalities that can be leveraged to make Copper work for you

Team Training: How to onboard new team members and work more cohesively across all departments

Course Topics02:45

  • Introduction
  • Welcome! 00:01
  • Getting Started with Copper CRM 00:05
  • Ramping Up with Copper
  • Onboarding Webinar 01:00
  • Contact Management
  • Create a New Contact Type 00:01
  • Create an Activity Type 00:01
  • Create Custom Fields 00:01
  • Create an Email Template 00:01
  • Create and Add a Tag 00:01
  • Contact Management Features Recap 00:01
  • Deal Management
  • Create a Pipeline 00:01
  • Create Custom Fields 00:01
  • Create Lead and Opportunity Sources 00:01
  • Create Loss Reasons 00:01
  • Create Lead Statuses 00:01
  • Deal Management Feature Recap 00:01
  • Project and Task Management
  • Create an Activity Type 00:01
  • Create a Task 00:01
  • Complete a Task 00:01
  • Project and Task Management Feature Recap 00:01
  • Importing Your Data
  • Data Import Webinar 01:00
  • Import Your Data into Copper 00:01
  • Reporting In Copper
  • In-app Reporting 00:01
  • Filtering Your Data 00:01
  • Reporting in Copper Recap 00:01
  • Personal Preferences
  • Team Permissions 00:01
  • Email Visibility 00:01
  • Notification Settings 00:01
  • Personal Preferences Recap 00:01
  • Additional Support
  • Support and Advanced Topics 00:05
  • Train Your Team 00:05
  • Case Studies 00:05