Copper for Customer Management 1-1

In this session we will cover:

Session 1
* The basics of a Customer Relationship Management ( CRM )
* How to determine if your business need one
* How to create workflows for your business
* How to map your business workflows to Copper CRM
* How to import contacts into CRM

Session 2
* Customizing Copper for your business
* Creating new fields and tabs
* Building reports for you business
* Setting reminders

Class Info

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