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A-Team (Alex & Andra)
How To Use Leads, People, Companies, Opportunities, & Projects In Copper CRM
How To Use Leads, People, Companies, Opportunities, & Projects In Copper CRM

How To Use Leads, People, Companies, Opportunities, & Projects In Copper CRM

A-Team (Alex & Andra)
A-Team (Alex & Andra)
26K subscribers
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Details

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.

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Video Chapters

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 

Transcript

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