Outfunnel + Copper CRM: Introduction & How-To Set Up

Blog Post

Setup & Overview

https://youtu.be/EKMjMt_ohOU

Outfunnel only needs to be enabled via an account owner, each other user simply needs to login to Outfunnel.

  1. Step-by-step of how to enable Outfunnel in your Copper account
  2. Explaining the difference between Sequences and One-Off Campaigns
  3. Explaining the configuration options available
  4. Showing how to add leads and people to Copper via tags

Configuration