If you’re an admin looking to get started quickly, check out the following video playlist to get moving with Copper.
Basic Topics:
- Navigate Copper (2:52)
- Define Record Types (2:43)
- Create your Pipeline (1:41)
- Creating Custom Fields (2:56)
- Customize Activity Types (2:31)
- Email Templates (1:13)
- Record Visibility (3:28)
Advanced Topics: COMING SOON
- Import your Data
- Workflow Automation
- Custom Reporting