Getting Started with Copper CRM Setting Up Your Account Starting with Copper CRM is really straightforward. First things first, head over to the Copper website and sign up for an account. You’ll want to make sure you have a valid email and create a strong password. Trust me, you don’t want to end up locking […]
Understanding Copper CRM What is Copper CRM? Alright, let’s kick things off with a little background on Copper CRM. If you’re anything like me, keeping track of contacts can be a juggling act, and that’s exactly where Copper comes in. It’s not just another CRM; it seamlessly integrates with Gmail and Google Workspace, making it
Understanding the Copper CRM Interface Navigation Basics You know, when I first jumped into Copper CRM, I found the interface pretty intuitive. The layout is clean, which thumbs up in my book! Navigating through different sections like your pipeline, contacts, and tasks is simple. Each major area is just a click away, allowing you to