Getting started for admins guide

Getting Started for Admins Guide

Success at Copper avatar
Written by Success at Copper
Updated this week

We recommend our Self Guided Onboarding in the Community for the most comprehensive and up-to-date guide!

Copper CRM is an easy, simple CRM tool. What is CRM? It stands for Customer Relationship Management. CRM is a tool for managing your relationships with present and future customers. You can use it to communicate with contacts, track your interactions, close a revenue-based business deal and report on your success.

Our Getting Started Guide for Admins is a 10-step process designed to help you set up Copper. Click the links below for definitions, inspiration and exercises to help you get up and running with your account.

First, let's learn how to navigate the tool:

Next, we'll define your workflow:

Now, we'll set up your Team:

Finally, you're ready to migrate your existing information into Copper:

You're done with the Getting Started Guide for Admins. What's Next?

Let's Begin the Getting Started Guide for Admin >>>

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