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
Requirements
No experience required
Access to Copper CRM Required
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.Workflow 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!
Overview
Section 1: Introduction
Lecture 1 Introduction
Lecture 2 Navigating Copper CRM
Section 2: Setting Up Modules
Lecture 3 Adding Contacts
Lecture 4 Working with pipelines
Lecture 5 Using Opportunities
Lecture 6 Working with tasks
Lecture 7 Working with tracked Emails
Lecture 8 Creating Email Templates
Section 3: Automation
Lecture 9 What is Automation?
Lecture 10 Email Automation
Lecture 11 Workflow Automation
Lecture 12 Task Automation
Lecture 13 App Connector - (Outfunnel Marketing Tool)
Lecture 14 Campaigns - (Outfunnel Marketing Tool)
Section 4: Additional Settings
Lecture 15 Managing Tags
Lecture 16 Managing Users
Lecture 17 Managing Fields
Lecture 18 Managing Related records
Anyone willing to Learn copper CRM from Scratch,Existing users of Copper CRM,Anyone considering using Copper CRM for their Business
Homepage

https://www.udemy.com/course/copper-crm-user-training-course-beginner-to-expert-course/

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