Copper

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.

Step 1: Access the Copper Login Page

Login to Copper by navigating to: <a href="https://app.copper.com" rel="nofollow noopener noreferrer" target="_blank">app.copper.com</a>

- We recommend bookmarking <a href="https://app.copper.com" rel="nofollow noopener noreferrer" target="_blank">app.copper.com</a> to quickly access Copper in future.

- Login to Copper by navigating to: <a href="https://app.copper.com" rel="nofollow noopener noreferrer" target="_blank">app.copper.com</a>
 - We recommend bookmarking <a href="https://app.copper.com" rel="nofollow noopener noreferrer" target="_blank">app.copper.com</a> to quickly access Copper in future.

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

- 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.

- 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

<a href="https://chromewebstore.google.com/detail/copper-crm-for-gmail/hpfmedbkgaakgagknibnonpkimkibkla?hl=en" rel="nofollow noopener noreferrer" target="_blank">Download the Copper Chrome Extension here</a>.

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.

<a href="https://support.copper.com/en/articles/8823284-how-to-use-the-chrome-extension-in-gmail">Learn how to use the Copper Chrome Extension</a>.

Step 4: Download the Copper Mobile App

<a href="https://apps.apple.com/us/app/copper-crm/id941438829" rel="nofollow noopener noreferrer" target="_blank">Download the Copper App - for iOS</a>

<a href="https://play.google.com/store/apps/details?id=com.prosperworks.android&amp;hl=en_CA" rel="nofollow noopener noreferrer" target="_blank">Download the Copper App - for Android</a>

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.

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<a href="https://support.copper.com/en/articles/10346555-copper-101-weekly-webinar">Click here to register and access the Copper 101 Webinar</a>

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 <a href="https://support.copper.com/en/collections/11294482-copper-101">here</a>.

<a href="https://support.copper.com/en/articles/10324524-chapter-1-understanding-your-use-case-where-do-i-start">Chapter 1: Understanding your use-case - where do I start?</a>

<a href="https://support.copper.com/en/articles/10324537-chapter-2-customizing-and-optimizing-copper">Chapter 2: Customizing and optimizing Copper</a>

<a href="https://support.copper.com/en/articles/10324551-chapter-3-adding-contacts">Chapter 3: Adding contacts</a>

<a href="https://support.copper.com/en/articles/10438954-chapter-4-building-and-managing-processes">Chapter 4: Building and managing processes</a>

- <a href="https://support.copper.com/en/articles/10324524-chapter-1-understanding-your-use-case-where-do-i-start">Chapter 1: Understanding your use-case - where do I start?</a>
- <a href="https://support.copper.com/en/articles/10324537-chapter-2-customizing-and-optimizing-copper">Chapter 2: Customizing and optimizing Copper</a>
- <a href="https://support.copper.com/en/articles/10324551-chapter-3-adding-contacts">Chapter 3: Adding contacts</a>
- <a href="https://support.copper.com/en/articles/10438954-chapter-4-building-and-managing-processes">Chapter 4: Building and managing processes</a>

<a href="https://support.copper.com/en/articles/8823242-filtering-records">Saving Filters in Copper</a>

<a href="https://support.copper.com/en/articles/9916467-how-to-use-pipeline-board-view">How to use Copper Pipelines</a>

<a href="https://support.copper.com/en/articles/9916314-sort-filter-in-board-view">Sort and Filtering in your Copper Pipelines</a>

<a href="https://support.copper.com/en/articles/8823338-company-preferences-and-my-preferences-settings">Configure your Personal Preferences</a>

<a href="https://support.copper.com/en/articles/8823245-bulk-edit-records">Bulk Editing and Merging in Copper</a>

<a href="https://support.copper.com/en/articles/8823286-create-edit-and-apply-email-templates">Creating Email Templates</a>

<a href="https://support.copper.com/en/articles/8823288-sending-bulk-emails">Sending Bulk Emails</a>

- <a href="https://support.copper.com/en/articles/8823242-filtering-records">Saving Filters in Copper</a>
- <a href="https://support.copper.com/en/articles/9916467-how-to-use-pipeline-board-view">How to use Copper Pipelines</a>
- <a href="https://support.copper.com/en/articles/9916314-sort-filter-in-board-view">Sort and Filtering in your Copper Pipelines</a>
- <a href="https://support.copper.com/en/articles/8823338-company-preferences-and-my-preferences-settings">Configure your Personal Preferences</a>
- <a href="https://support.copper.com/en/articles/8823245-bulk-edit-records">Bulk Editing and Merging in Copper</a>
- <a href="https://support.copper.com/en/articles/8823286-create-edit-and-apply-email-templates">Creating Email Templates</a>
- <a href="https://support.copper.com/en/articles/8823288-sending-bulk-emails">Sending Bulk Emails</a>

Copper Help Center: <a href="" rel="nofollow noopener noreferrer" target="_blank">https://support.copper.com</a>

Contact Support: via in-app chat or <a href="" rel="nofollow noopener noreferrer" target="_blank">support@copper.com</a>

- Copper Help Center: <a href="" rel="nofollow noopener noreferrer" target="_blank">https://support.copper.com</a>
- Contact Support: via in-app chat or <a href="" rel="nofollow noopener noreferrer" target="_blank">support@copper.com</a>

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Welcome to Copper! 🚀

1. How to Login and Access Copper

Step 1: Access the Copper Login Page

Step 2: Enter Your Credentials

Step 3: Download the Copper Chrome Extension

Step 4: Download the Copper Mobile App

2. Learn the Copper Basics

Attend or view Copper 101

Review Copper 101 - Training Articles

Recommended Supporting Content

3. Ongoing Copper Support