This 12 chapter course combines product training with the strategy on how you’ll you use Copper in your own workflow. Specifically, we'll cover how to:
- Navigate Copper
- Manage contacts
- Move opportunities through your pipeline
- Work with projects and tasks
- Understand visibility rules and what you'll have access to
- Discover tools for efficiency
- Learn to track your performance
Prefer a live learning experience? We host a monthly new admin training and a new user training sessions that guide you through all the basics. Register to join live or to receive the recording.
We can't wait to teach you all that Copper has to offer!
- Onboarding for Users - Welcome to Copper (3:24)
- Navigating Copper (3:26)
- Day in the Life (3:21)
- Practice Workflow (3:01)
- Leads, People, and Companies (3:17)
- Opportunities (6:35)
- Projects, Tasks, and Activity Feed (6:45)
- Visibility Rules (4:16)
- Records and Reports (2:35)
- Customize and Automate (8:56)
- Navigate from Gmail (1:30)
- Mobile Apps and Reporting (2:14)
Need more training? Check out our live weekly and monthly sessions here.