Copper

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

🎥 Record types: People, Companies, Opportunities and Leads

Contact types: customization and best practices [video]

🎥 Contact types: customization and best practices

Pipelines and Opportunities: customization and best practices [video]

🎥 Pipelines and Opportunities: customization and best practices

Activity Types: customization & best practices [video]

🎥 Activity Types: customization & best practices

Sources: customization and best practices [video]

🎥 Sources: customization and best practices

Loss Reasons: customization and best practices [video]

🎥 Loss Reasons: customization and best practices

Turn your Google Meet conversations into organized, actionable notes in Copper automatically.

How to auto-log Google Meet transcripts in Copper

Custom fields: customization & best practices [video]

🎥 Custom fields: customization & best practices

Chris Clark

Marketing

Video guides on setting up and customizing Copper

Setup & Customize Copper

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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