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 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 Users is your introduction to working in 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:
2. Access Copper in Gmail or on the go
Next, let's create the records you'll move through Copper:
4. Move an opportunity through your pipeline
Finally, we'll optimize your Copper workflow:
6. Get to know the Google Sync features
7. Perfect your communication strategy