Copper

Chris Clark

Success at Copper

Working with Pipelines

Creating strong pipeline stages in Copper

1. Create strong pipeline stages 🎥

Customizing your pipeline fields and organizing the layout

2. Customize pipeline fields 🎥

Optimize and setup custom Pipeline views to enhance your workflow

3. Optimize your pipeline view 🎥

Most popular and useful pipeline filters to start using

4. The top filters for your pipeline 🎥

Best practices to stay on top of your pipeline

5. Stay on top of your pipeline 🎥

Use Copper during one-on-ones and sales team meetings to review open opportunities, confirm forecasts, and keep deal communication in one place.

6. Pipeline reviews and forecasting 🎥

A 6-part guide to setting up, managing, and growing your business with Copper Pipelines.

Pipeline Foundations for Success

Working with New Pipelines

🎥 How to use Pipeline Board View

🎥 Managing Tasks in Board View

🎥 Sort & Filter in Board View

🎥 Customize Pipeline Card Fields

🎥 Pipeline Flags: High Value & Slipping

Create and edit Multiple Pipelines

Customize Opportunity fields  by Pipeline

Using Pipelines for Project Management

Pipeline Features

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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