Copper CRM User Training - Beginner to Expert Course

Introduction

Kickstart your journey to becoming a Copper CRM expert. This comprehensive course covers all aspects of using Copper CRM, from basic setup to advanced features.

Module 1: Getting Started with Copper CRM

• Introduction to Copper CRM: Overview of features and benefits.
• Account Setup: Creating and configuring your Copper CRM account.

Module 2: Customizing Your CRM

• Personalization: Customizing fields, layouts, and views.
• User Roles and Permissions: Setting up roles and managing user access.

Module 3: Managing Customer Data

• Data Entry: Adding and managing contacts and companies.
• Data Import/Export: Importing existing data and exporting reports.

Module 4: Sales Automation

• Pipeline Management: Creating and managing sales pipelines.
• Task Automation: Setting up tasks and reminders to streamline workflows.

Module 5: Advanced Features and Integrations

• Email Integration: Syncing email with Copper CRM.
• Third-Party Integrations: Connecting with other tools and apps.

Module 6: Reporting and Analytics

• Data Analysis: Tracking and analyzing sales performance.
• Custom Reports: Generating and customizing reports for insights.