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