REQUIRED Pre-Work: Import your Data

REQUIRED Pre-Work: Import your Data

Take this REQUIRED pre-work video series before signing up for the live 'Import your Data' course

Curriculum

  • 1. Gather your Data
  • 2. Create your Custom Fields
  • 3. Match Column Headers with Copper Fields
  • 4. Format your Field Values
  • 4.1 Leads Default Fields
  • 4.2 People Default Fields
  • 4.3 Companies Default Fields
  • 4.4 Opportunities Default Fields
  • 4.5 Custom Fields
  • 5. Remove Duplicates
  • 6. Prepare your Data for Class

Curriculum

  • 1. Gather your Data
  • 2. Create your Custom Fields
  • 3. Match Column Headers with Copper Fields
  • 4. Format your Field Values
  • 4.1 Leads Default Fields
  • 4.2 People Default Fields
  • 4.3 Companies Default Fields
  • 4.4 Opportunities Default Fields
  • 4.5 Custom Fields
  • 5. Remove Duplicates
  • 6. Prepare your Data for Class