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