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.
0:00 - Introduction
0:20 - What Are Leads?
2:53 - When to Convert Leads Into People
3:25 - Understanding Companies
3:46 - Your Opportunity Pipeline
5:30 - How To Name Pipeline Stages
8:46 - Projects Section
10:00 - Final Thoughts
Curious what top SaaS companies are using the software stack mentioned in the video above? We've put together a list (and even tracked the software they used to use)!