The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM!
Whether I'm talking to new Copper users or long-term customers, I always find myself going back to the basics of how to use the Leads, People, Companies, and Opportunities section of Copper.
So 8 months after moving in with my girlfriend (now wife) and her overhearing me on numerous calls saying the same thing over and over, she has finally convinced me to write out a blog post explaining these basics. So if this helps you out, she says you can thank her! 💐
Alright, so here's my version of how I explain the Leads, People, Companies and Opportunities shindig in an 11 minute video. Make sure to also check out the article below for more detailed examples of best practices.