Copper Crm User Training Course - Beginner To Expert Course

Enroll today and transform your skills with Copper CRM!

What you'll learn

Setting up Copper CRM from Scratch

See how to setup and work with Pipelines

Learning how to Automation to reduce repetative tasks

You will know how to use email automation in communicating with clients

Requirements

No experience required

Access to Copper CRM Required

Description

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:Navigate Copper CRM with ease and locate information effortlessly.Design and manage customized pipelines to perfectly match your sales process.Automate workflows to save time and eliminate manual tasks.Utilize task automation for improved organization and productivity.Leverage Copper's marketing tools for targeted outreach and lead nurturing.Enroll today and transform your sales game with Copper CRM!

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Navigating Copper CRM

Section 2: Setting Up Modules

Lecture 3 Adding Contacts

Lecture 4 Working with pipelines

Lecture 5 Using Opportunities

Lecture 6 Working with tasks

Lecture 7 Working with tracked Emails

Lecture 8 Creating Email Templates

Section 3: Automation

Lecture 9 What is Automation?

Lecture 10 Email Automation

Lecture 11 Workflow Automation

Lecture 12 Task Automation

Lecture 13 App Connector - (Outfunnel Marketing Tool)

Lecture 14 Campaigns - (Outfunnel Marketing Tool)

Section 4: Additional Settings

Lecture 15 Managing Tags

Lecture 16 Managing Users

Lecture 17 Managing Fields

Lecture 18 Managing Related records

Anyone willing to Learn copper CRM from Scratch,Existing users of Copper CRM,Anyone considering using Copper CRM for their Business