Managing Leads, People, Companies

1. Copper Help Center
2. Basics
3. Managing Leads, People, Companies

Managing Leads, People, Companies

• Working with Leads
• Working with People
• Working with Companies
• Default Fields for all Records
• Convert a Person to a Lead
• Add a Lead or Person using the Chrome Extension
• Updating the Primary Contact
• Changing the profile photo
• Managing duplicates
• Add a Copper ID to the People record