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Posted by Haydn Harvey
Latest activity: Apr 10, 2023
Best practices with Copper CRM
Just started a new role for a B2B SaaS company. We are using Copper for our CRM. I was wondering if any of you could share some of the best tips and tricks with it.H
Posted by Haydn Harvey
Latest activity: Apr 10, 2023
Best practices with Copper CRM
Just started a new role for a B2B SaaS company. We are using Copper for our CRM. I was wondering if any of you could share some of the best tips and tricks with it.A
Posted by Abdirahman ZahraApr 5, 2023
Congratulations on your new role!
My best tip would be automate as much as you can. Explore the different rules and triggers to automate tasks and don't forget to use tags and filters.
My best tip would be automate as much as you can. Explore the different rules and triggers to automate tasks and don't forget to use tags and filters.
O
Posted by Ollie RussellApr 10, 2023
Copper is a powerful CRM tool that can streamline sales processes. Tips to make the most of it include customizing the pipeline, using tags and custom fields, setting up email templates, automating tasks with workflows, and using the mobile app.
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