Our complimentary live training sessions are designed to enable you and your team to get the most out of Copper.

We hope to see you in an upcoming session!

Onboarding for Admins

Register here to join our implementation specialist for best practices and Q&A on customizing Copper. We'll review settings to help you get the most out of Copper's contact management, pipeline management, and project management.

Onboarding for Users

Register here to join our implementation specialist for best practices and Q&A on using Copper. We'll review features to help you get the most out of Copper's contact management, pipeline management, and project management, as well as our easy-to-use Chrome Extension for Gmail. 

Workflow Automation

Register here to join our workflow automation expert for best practices and Q&A on automating your workflows in Copper. 

Custom Reporting

Register here to join our reporting expert for best practices and Q&A on the following reporting options:

• In-app reports
• Google Data Studio
• Google Sheets Extension
• Customizing Copper to support your reporting needs

Data Import

Register here to join our import expert for data migration best practices and Q&A. We'll help you get your data formatted and ready for a seamless transition into Copper.

Ask an Expert

Register here to bring your general how-to questions to a member of our Customer Success Team!