Getting Started for Admin
Getting Started for Admin
- Getting Started for Admins Guide
- Navigate your Copper Account
- Access Copper in Gmail or On The Go
- Define your Leads
- Define your People and Companies
- Establish your Pipeline and create opportunities
- Customize your Records
- Set Record Visibility Permissions
- Set Email Visibility Permissions
- Adding Team Members to Copper
- Import your Data
- Figure Out Your Next Move