Copper

Copper 101 - Weekly Webinar 🚀

Copper Guided Onboarding

Live Weekly Office Hours - Thursdays

New User - Getting Started

Chris Clark

Marketing

Success at Copper

Copper 101

Chapter 1: Understanding your use-case - where do I start?

Chapter 2: Customizing and optimizing Copper

Chapter 3: Adding contacts

Chapter 4: Building and managing processes

Chapter 5: Automating your processes

Chapter 6: More ways to use Copper

Get your team set up for success in Copper.

Chapter 7: Team training and support

Taking your Copper setup to the next level

Copper 101 - Advanced

Working with People

Working with Opportunities

Working with Tasks

Working with Leads

Using markdown to customize notes

Working in Copper

Chrome Extension: using Copper from your Gmail inbox

🎥 How to use the Chrome Extension in Gmail

Creating and syncing events to Google Calendar

Syncing Tasks to Google Calendar

Add a Lead or Person using the Chrome Extension

Using the Chrome Extension in Google Calendar

How to use dynamic emails for Gmail Collaboration

Google Calendar Integration

Google Drive Integration

FAQ's: The Chrome Extension for Gmail and Google Calendar

Relating Emails to Records via the Chrome Extension

Hide the Chrome Extension in select Gmail inboxes

Working with the Gmail Integration

Google Contacts Integration

Gmail integration & Chrome Extension

FAQ's: The Copper Mobile Apps

iOS Supported Versions

'Send and Reply' to emails via mobile app

How to auto-log calls with the Android app

Import a Lead or a Person with the Copper mobile app by scanning a business card with your smartphone's camera

Using the business card scanner

Import and Sync Contacts from iOS or Android Mobile Device

Using the Copper mobile app (Android & iOS)

Working with the mobile app

Meet the starter tier

Copper Plans: Feature Comparison

Understanding Google permissions

Contact a live support agent

Resources

Find answers and get help from Intercom Support and Community Experts

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