Onboarding new customers can be a juggling act. This video will introduce you to Copper Onboarding, a system designed to streamline the process and ensure a smooth transition for your customers. We'll show you how to transfer sales details effortlessly, visualize key milestones with Stages, and break down each stage into actionable tasks. Assigning tasks fosters clear ownership and keeps your team aligned. Watch the video to discover how Copper Onboarding can help you create happy, well-onboarded customers! 👇

💡 Have questions or feedback? Contact our Customer Success Team using the in-app chat or leave a comment on YouTube.