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Customizing Copper

  1. Copper Help Center
  2. Settings & Customization
  3. Customizing Copper
Customizing Copper
  • Manage Field Settings
  • Certified Professional Service Partners
  • Organize your Fields with Collapsible Sections
  • Homepage Dashboards: Customize
  • Create and edit Activity Types
  • Account Customization Guide
  • Create and edit Read-Only Fields
  • Interactive Team Training - Change Management
  • Make a field into a Required Field
  • Create, edit and manage Custom Fields
  • Creating Multi-Select Custom Fields
  • Create and edit Contact Types
  • Create and edit the Sources Field
  • Understand and customize Loss Reasons Field
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