Copper Training Webinars

We want you to succeed with Copper. We offer a variety of education resources to help with that. 

Training

Copper Onboarding for Admins (4 hrs) Pre-recorded, self-paced training

• Define your Strategy: Get the big picture, navigate Copper, learn the Google Suite integrations, prepare a stakeholder discussion, add your team
• Design your Workflow: Decide how to use leads, people, companies, opportunities, projects and tasks; and define the visibility strategy for accessing these records
• Measure your Success: Customize your data and get to know our in-app reporting
• Promote Adoption: Learn tools for making a workflow more efficient

Copper Onboarding for Users (2 hrs) Pre-recorded, self-paced training

• Get the big picture: Define CRM, navigate Copper, learn user roles, see a day in the life of a user
• Practice your workflow: Start working with leads, people, companies, opportunities, projects, and tasks
• Learn visibility rules: Understand why you may be restricted from accessing certain content
• Gain efficiencies: Work with tools for a more efficient workflow
• Measure your success: Explore the reporting options to help you track to your goals

Custom Reporting (2.5 hrs) Pre-recorded virtual training

• Custom Report Builder vs. Google Data Studio: When to use which
• Exporting your Data from Copper
• Creating your API keys for access to Custom Reporting
• Building your own recipes for future custom reports
• Custom Reporting Building/Google Data Studio Demos
  

Import your Data (1 hr - 1 wk pre-work, 1.5 hour course)

• Gather your data
• Clean your data
• Import your data
• Fix your import

Customer Success Office Hours

LIVE Q&A with Customer Success Manager (9am - 9:30am PST, Tuesday - Friday)

Our Success Managers are available every day to answer questions and help you create a workflow that works for you.

• In-app reports
• Google Data Studio
• Custom Report Builder and
• Customizing Copper
• Private sessions available immediately afterwards
  
  

Have a request for other live resources?

Email our Customer Education team at Training@Copper.com