Live Training Webinars

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

Monthly on last Tuesday at 10am PST

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.

A webinar recording is available here.

 

Onboarding for Users 

Monthly on last Wednesday at 10am PST

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.

A webinar recording is available here.

 

Workflow Automation

Weekly on Tuesdays at 9am PST

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

 

Reporting Webinar

Weekly on Wednesday at 8am PST

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

A webinar recording is available here.

 

Data Import

Monthly on last Thursday at 11am PST

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.

A webinar recording is available here.

 

Ask an Expert

Weekly on Thursday at 9:30am PST

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

 

 

 

 

 

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