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