Name: Copper CRM User Training Course - Beginner To Expert Course
Rating: 4.8 (5 reviews)

Turn what you know into an opportunity and reach millions around the world.

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Last updated 5/2024

English

What you'll learn

Course content

4 sections • 18 lectures • 1h 22m total length

Introduction1:06
Navigating Copper CRM2:28
In this lesson you will learn how to access different areas in copper CRM

Adding Contacts6:18
In this lesson you will learn
How to add people and companies.
How do edit people and companies.
Use the related column for contact person.
Add contact types
Working with pipelines9:33
In this lesson you will learn :
How to create pipelines using templates and from scratch.
You will learn how to do additional settings for cards in pipelines.
You will see ho to use and navigate pipelines.
Using Opportunities3:34
In this lesson you will learn how to activate leads ,add leads and convert leads.
Working with tasks5:18
Working with tracked Emails3:31
In this lesson you will learn :
What tracked emails are
How to add tracked email function on chrome browser.
How to create a tracked email on google workspace.
A demo of the function will be shown.
Creating Email Templates2:54
This lesson will help show how to create email templates that can be reused in copper CRM

What is Automation?3:43
This video helps illustrate what automation is in relation to copper CRM
Email Automation5:01
This lesson will help you learn how to
setup and use broadcast emails to contacts you haven't communicated with in a specific timeframe
Different groups of contacts
Workflow Automation10:30
In this lesson you will learn :
What workflow automation is
How to setup triggers and conditions
How to set up Actions
An demonstration of how to use this function will be part of the lesson
Task Automation3:20
In this lesson you will learn :
What task automation is
How to setup triggers
How to set up Actions
An demonstration of how to use this function will be part of the lesson
App Connector - (Outfunnel Marketing Tool)3:50
This lesson will explain :
What an app connector is in Outfunnels.
How to use an app connector in Outfunnels.
Campaigns - (Outfunnel Marketing Tool)5:37
This lesson aims to teach you how to use Outfunnel compaigns to automate your communication process with new or existing clients .

This comprehensive course equips you with the skills to use Copper CRM like a pro and unlock its full potential forsuccess.

Course Highlights:

Effortless Navigation: Learn to confidently navigate Copper's user-friendly interface, find essential features quickly, and organize your data efficiently.
Pipeline Powerhouse: Grasp the power of Copper's customizable pipelines. We'll show you how to tailor them to your specific sales process, visualize deals, and streamline your path to closing.
Workflow Automation: Unleash the power of workflows! Discover how to automate repetitive tasks, trigger actions based on specific events, and free up valuable time for what matters most - selling!
Task Automation Triumph: Take control of your to-do list! Explore Copper's task automation features to automatically assign tasks, set deadlines, and ensure nothing falls through the cracks.
Marketing Mastery: Leverage Copper's built-in marketing tools to nurture leads, segment your audience, and launch targeted campaigns - all within the CRM .

By the end of this course, you'll be able to:

Enroll today and transform your sales game with Copper CRM!