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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
  • How to manage inactive contacts
  • Add a Copper ID to the People record
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