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Getting Started for Users

  1. Copper Help Center
  2. Basics
  3. Getting Started for Users
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
  • Step 6. Get to know the Google Sync Features
  • Step 7. Perfect your Communication Strategy
  • Step 8: Choose your Account Preferences
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