Copper

Learn how to use Copper's Feed to track customer interactions, manage tasks, filter updates, and stay organized—all in one central hub.

Using the Copper Feed

Record types: People, Companies, Opportunities and Leads [video]

Contact types: customization and best practices [video]

Pipelines and Opportunities: customization and best practices [video]

Custom fields: customization & best practices [video]

Activity Types: customization & best practices [video]

Sources: customization and best practices [video]

Loss Reasons: customization and best practices [video]

Video guides on setting up and customizing Copper

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Track the progress of all tickets related to your company.

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