Section 1: Define your Strategy - Self-Paced Onboarding for Admins

Section 1: Define your Strategy - Self-Paced Onboarding for Admins

Curriculum

  • Introduction
  • What We'll Do
  • Define your Strategy
  • Get the Big Picture
  • Navigate Copper
  • Learning Check: Navigate Copper
  • Integrate with Google Suite
  • Define your Goals
  • Add your Team
  • Exercise: Add your Team
  • Up Next
  • Section 2: Set up Contacts and Business Opportunities

Curriculum

  • Introduction
  • What We'll Do
  • Define your Strategy
  • Get the Big Picture
  • Navigate Copper
  • Learning Check: Navigate Copper
  • Integrate with Google Suite
  • Define your Goals
  • Add your Team
  • Exercise: Add your Team
  • Up Next
  • Section 2: Set up Contacts and Business Opportunities