Section 2: Set up Contacts and Business Opportunities - Self-Paced Onboarding for Admins

Section 2: Set up Contacts and Business Opportunities - Self-Paced Onboarding for Admins

Curriculum

  • Introduction
  • What We'll Do
  • Set up Contacts and Business Opportunities in Copper
  • Define 'Records'
  • Define 'Leads,' 'People,' 'Companies,' and 'Opportunties'
  • Create a Record
  • Exercise: Create a Record
  • Define 'Pipeline'
  • Move an Opportunity Through your Pipeline
  • Choose your Pipeline Stages
  • Create your Pipeline
  • Exercise: Create your Pipeline
  • Up Next
  • Section 3: Organize your Process

Curriculum

  • Introduction
  • What We'll Do
  • Set up Contacts and Business Opportunities in Copper
  • Define 'Records'
  • Define 'Leads,' 'People,' 'Companies,' and 'Opportunties'
  • Create a Record
  • Exercise: Create a Record
  • Define 'Pipeline'
  • Move an Opportunity Through your Pipeline
  • Choose your Pipeline Stages
  • Create your Pipeline
  • Exercise: Create your Pipeline
  • Up Next
  • Section 3: Organize your Process