We want you to succeed with Copper. We offer a variety of education resources to help with that.
If you're looking for live help, check out our daily office hours.
Pre-recorded Training Webinars
Copper Onboarding for Admins (self-paced, 3-4 hours) Pre-recorded, 7 section 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 (48 mins) Pre-recorded training video
- 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 (Pre-work + 1.5 hour course)
- Gather your data
- Clean your data
- Import your data
- Fix your import
Have a request for other education resources?
Email our Customer Education team at Training@Copper.com