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
This 48 minute course combines product training with the strategy on how you’ll use Copper in your own workflow. Focused for non-admin users. For admins & owners, please see the "Self Paced: Onboarding for Admins"
Specifically, we'll cover how to:
- Navigate Copper
- Manage contacts
- Move opportunities through your pipeline
- Work with projects and tasks
- Understand visibility rules and what you'll have access to
- Discover tools for efficiency
- Learn to track your performance
We recommend this training to users with Company User access to Copper. While Admins will benefit from learning what Company Users can do as well, Admins can also take advantage of our free Copper Onboarding for Admins course.
We can't wait to teach you all that Copper has to offer!