Getting started
Webinars, Office Hours, and Training Videos
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
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
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]