General
General
- Getting Started Checklist - Start Here
- Searching in Copper
- Filtering Records
- Filtering vs. searching
- Exporting a filtered list
- How to print a filtered list
- Bulk edit Records
- Customize columns in list view
- Relating records
- Following a Record
- Adding and editing Tags
- Working with Interaction Stats
- Setting up and using Meeting Scheduler
- Creating and syncing events to Google Calendar