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!
- 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 trainings and Q&As here.