Getting Started for Admins Guide

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.

Copper CRM is an easy, simple CRM tool. What is CRM? It stands for Customer Relationship Management. CRM is a tool for managing your relationships with present and future customers. You can use it to communicate with contacts, track your interactions, close a revenue-based business deal and report on your success. 

Our Getting Started Guide for Admins is a 10-step process designed to help you set up Copper. Click the links below for definitions, inspiration and exercises to help you get up and running with your account.

First, let's learn how to navigate the tool:

1. Navigate your Copper account

2. Access Copper in Gmail or on the go

Next, we'll define your workflow:

3. Define your leads

4. Define your people and companies

5. Establish your pipeline and create opportunities

6. Customize your records

Now, we'll set up your Team:

7. Set account visibility permissions

8. Set email visibility permissions

9. Add your team members

Finally, you're ready to migrate your existing information into Copper:

10. Import your data

You're done with the Getting Started Guide for Admins. What's Next? 

11. Figure out your next move

Let's Begin the Getting Started Guide for Admin >>> 

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