Copper University for Users

Copper University for Users

About this course

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

Curriculum

  • Getting Started
  • Welcome!
  • Copper Chrome Extension
  • Understanding Copper
  • Webinar Registration
  • Contact Management
  • Add a Person
  • Add a Company
  • Filter by Contact Type
  • Send a Bulk Email
  • Log an Activity
  • Create and Add a Tag
  • Contact Management Recap
  • Deal Management
  • Add a Lead
  • Converting a Lead
  • Updating an Opportunity Stage
  • Updating an Opportunity Status
  • Create a Task
  • Deal Management Recap
  • Project and Task Management
  • Create a Project
  • Create a Task
  • Filter Projects by Status
  • Project and Task Management Recap
  • Personal Preferences
  • Email Visibility Settings
  • Notification Settings
  • Personal Preferences Recap
  • Additional Support
  • Need help?

About this course

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

Curriculum

  • Getting Started
  • Welcome!
  • Copper Chrome Extension
  • Understanding Copper
  • Webinar Registration
  • Contact Management
  • Add a Person
  • Add a Company
  • Filter by Contact Type
  • Send a Bulk Email
  • Log an Activity
  • Create and Add a Tag
  • Contact Management Recap
  • Deal Management
  • Add a Lead
  • Converting a Lead
  • Updating an Opportunity Stage
  • Updating an Opportunity Status
  • Create a Task
  • Deal Management Recap
  • Project and Task Management
  • Create a Project
  • Create a Task
  • Filter Projects by Status
  • Project and Task Management Recap
  • Personal Preferences
  • Email Visibility Settings
  • Notification Settings
  • Personal Preferences Recap
  • Additional Support
  • Need help?