Getting started

Webinars, Office Hours, and Training

• Live Training Webinars
• 1:1 Office Hours
• Pre-Recorded Webinars
• Account Customization Guide
• Interactive Team Training - Change Management

Getting Started for Admin

• Begin the Getting Started for Admins Guide
• Step 1: Navigate your Copper Account
• Step 2: Access Copper in Gmail or On The Go
• Step 3: Define your Leads
• Step 4: Define your People and Companies
• Step 5: Establish your Pipeline and create opportunities

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Getting Started for Users

• Begin the Getting Started for Users Guide
• Step 1. Navigate your Copper Account
• Step 2. Access Copper in Gmail or On The Go
• Step 3. Create a Contact Record
• Step 4: Move an Opportunity Through your Pipeline
• Step 5: Create an Action Record

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Product Videos

• Welcome to Copper! [Video]
• Getting Started with Copper [Videos]
• User Training [Video]
• Importing [Video]
• Working with Opportunities and Pipelines [Video]
• Teams and Visibility Permissions [Video]

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