- Getting Started
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Welcome!
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Copper Chrome Extension
- Understanding Copper
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Webinar Registration
- Contact Management
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Add a Person
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Add a Company
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Filter by Contact Type
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Send a Bulk Email
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Log an Activity
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Create and Add a Tag
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Contact Management Recap
- Deal Management
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Add a Lead
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Converting a Lead
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Updating an Opportunity Stage
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Updating an Opportunity Status
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Create a Task
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Deal Management Recap
- Project and Task Management
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Create a Project
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Create a Task
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Filter Projects by Status
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Project and Task Management Recap
- Personal Preferences
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Email Visibility Settings
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Notification Settings
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Personal Preferences Recap
- Additional Support
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Need help?
Copper University for Users
What to Expect:
This guide is here to help you grow your business. Use this guide to get up and running on Copper quickly.
Working in Copper: How to manage your contacts, deals, and projects in addition to leveraging Copper functionalities to save you time
Personal Preferences: How to manage your email and notification settings