Best practices | Copper Help Center

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Best practices

Best practices

Copper by use-case: connect

Connect with Copper

Webinar: Connecting with New Customers

Connect: 2 minute guide to capturing meeting notes on the fly [video]

Connect: 2 minute guide to capturing webform leads [video]

Connect: 2 minute guide to automatically booking meetings with leads [video]

Copper by use-case: win

Win with Copper

Webinar: Winning New Business

Copper by use-case: deliver

Deliver with Copper

Webinar: Delivering Projects and Services

Deliver: 2 minute guide to onboarding new customers [video]

Copper by use-case: grow

Grow with Copper

Webinar: Growing your relationships

Grow: 2 minute guide to customer outreach by special dates [video]

Grow: 2 minute guide to customer outreach for contract renewals [video]

Grow: 2 minute guide automating your emails [video]

Industry best practices

Best Practices for Recruiting Firms

CRM Best Practices for Agencies

Best Practices for Marketing Teams

Best Practices for Sales Teams

Best Practices for Ad Sales Teams

Best Practices for Venture Capital Firms

Best Practices for Business Development Teams

Best Practices for Non-Profit Organizations

Best Practices for SaaS Sales Companies

Customize for the Real Estate Industry