Getting Started with Copper [Videos]

We recommend our Self Guided Onboarding in the Community for the most comprehensive and up-to-date guide!

Click here to check it out or click here to post a question.

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   

We recommend this training to users with Company User access to Copper. While Admins will benefit from learning what Company Users can do as well , Admins can also take advantage of our free Copper Onboarding for Admins course.  

Check out each chapter with the links below or click here to view the as a single 48 minute video.

We can't wait to teach you all that Copper has to offer!

  1. Onboarding for Users - Welcome to Copper (3:24)
  2. Navigating Copper (3:26)
  3. Day in the Life (3:21)
  4. Practice Workflow (3:01)
  5. Leads, People, and Companies (3:17)
  6. Opportunities (6:35)
  7. Projects, Tasks, and Activity Feed (6:45)
  8. Visibility Rules (4:16)
  9. Records and Reports (2:35)
  10. Customize and Automate (8:56)
  11. Navigate from Gmail (1:30)
  12. Mobile Apps and Reporting (2:14)

Need more training? Check out our live trainings and Q&As here.

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