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