Setup & Customize Copper
Video guides on setting up and customizing Copper
π₯ Record types: People, Companies, Opportunities and Leads
π₯ Contact types: customization and best practices
π₯ Pipelines and Opportunities: customization and best practices
π₯ Custom fields: customization & best practices
π₯ Activity Types: customization & best practices
π₯ Sources: customization and best practices
π₯ Loss Reasons: customization and best practices
How to auto-log Google Meet transcripts in Copper
