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