Copper CRM User Training Course - Beginner To Expert Course

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Tawanda Mbirimi

1:22:15

455 View

1 - Introduction

1 - Introduction.mp4

01:06

2 - Navigating Copper CRM.mp4

02:28

2 - Setting Up Modules

3 - Adding Contacts.mp4

06:18

4 - Working with pipelines.mp4

09:33

5 - Using Opportunities.mp4

03:34

6 - Working with tasks.mp4

05:18

7 - Working with tracked Emails.mp4

03:31

8 - Creating Email Templates.mp4

02:54

3 - Automation

9 - What is Automation.mp4

03:43

10 - Email Automation.mp4

05:01

11 - Workflow Automation.mp4

10:30

11 - Workflow Automation Formulas and Variables.txt

12 - Task Automation.mp4

03:20

13 - App Connector Outfunnel Marketing Tool.mp4

03:50

14 - Campaigns Outfunnel Marketing Tool.mp4

05:37

4 - Additional Settings

15 - Managing Tags.mp4

02:04

16 - Managing Users.mp4

03:04

17 - Managing Fields.mp4

08:36

18 - Managing Related records.mp4

01:48

Description

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

Who is this for?

Anyone willing to Learn copper CRM from Scratch

Existing users of Copper CRM

Anyone considering using Copper CRM for their Business

What You Need to Know?

No experience required

Access to Copper CRM Required

More details

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.
WorkflowÂ 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!
Who this course is for:
Anyone willing to Learn copper CRM from Scratch
Existing users of Copper CRM
Anyone considering using Copper CRM for their Business

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CRM Customer Relationship Management

Tawanda Mbirimi

Instructor's Courses

I am business consultant with over 7 years experience in providing support for Marketing , Business and Accounting software .I use my experience to assist individuals and businesses to make full use of automation and productivity apps.I have worked for several companies in the food, medical and transport sector. This experience enables me to find solutions that fit a wide range of sectors.

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