Section 6: Work Smarter - Self-Paced Onboarding for Admins

Section 6: Work Smarter - Self-Paced Onboarding for Admins

Curriculum

  • Introduction
  • What We'll Do
  • Work Smarter
  • Create and Save a Filtered List
  • Exercise: Save a Filtered List of Records
  • Create and Send an Email Template
  • Exercise: Create an Email Template
  • Send Emails in Bulk
  • Exercise: Send Emails in Bulk
  • @Mention a Team Member
  • Exercise: @Mention Someone
  • Set your Notification Preferences
  • Exercise: Set your Notification Preferences
  • Work in the Copper Chrome Extension
  • Exercise: Install the Chrome Extension
  • Work in Copper on the Go with our Mobile Apps
  • Up Next
  • Section 7: Measure your Success

Curriculum

  • Introduction
  • What We'll Do
  • Work Smarter
  • Create and Save a Filtered List
  • Exercise: Save a Filtered List of Records
  • Create and Send an Email Template
  • Exercise: Create an Email Template
  • Send Emails in Bulk
  • Exercise: Send Emails in Bulk
  • @Mention a Team Member
  • Exercise: @Mention Someone
  • Set your Notification Preferences
  • Exercise: Set your Notification Preferences
  • Work in the Copper Chrome Extension
  • Exercise: Install the Chrome Extension
  • Work in Copper on the Go with our Mobile Apps
  • Up Next
  • Section 7: Measure your Success