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Getting started

  1. Copper Help Center
  2. 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
See all 12 articles

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
See all 9 articles

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]
See all 14 articles
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