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User Setup and Training Guide
User Setup and Training Guide

User Setup and Training Guide

Chris Clark avatar
Written by Chris Clark
Updated this week

Welcome to Copper! πŸš€

Below you'll find a guide to everything you need to access and get started with Copper. Including how and where to login to Copper, download Copper's Chrome Extension and Mobile Apps. We also cover where to get started with Copper Training so you can begin using Copper immediately.

1. How to Login and Access Copper

Step 1: Access the Copper Login Page

Step 2: Enter Your Credentials

  • We highly recommend using "Sign in with Google" to access Copper using your invited GMail Account.

  • Alternatively, if you would like to setup a password for Copper, you can do so by entering you email, then selecting "Forgot my password". You will receive a password reset email allowing you to set a Copper password.

Step 3: Download the Copper Chrome Extension

We highly recommend installing the Copper Chrome Extension, the Chrome Extension will allow you to quickly access Copper and add contacts directly from your GMail.

Step 4: Download the Copper Mobile App

We highly recommend installing the Copper Mobile App, the mobile app will allow you access Copper from your mobile device and make calls directly from the Copper app.


2. Learn the Copper Basics

Attend or view Copper 101

Copper 101 is available live weekly on Mondays, if you're unable to join the live weekly session, you may view the latest recording on the sign up page.

In this session, we’ll cover the basics of Copper, including how to navigate the platform, how to add contacts, and how to manage relationships.

Review Copper 101 - Training Articles

View all Copper 101 Training Articles here.

Recommended Supporting Content


3. Ongoing Copper Support

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