Customer Marketing Manager
Collaboration is at the heart of Copper, so we’re excited to now offer additional permissions for Copper Reports. This means your entire team can access and analyze your important relationship data to make more informed decisions. Join us Tuesday, December 13, 2022 at 11 am PST / 2 pm EST as we go back to basics on reporting for you and your team.
In the session, we’ll cover:
- How to share reports with your team
- Best practices for creating reports in Copper
- How to use report templates and the insights builder to track critical metrics
- Key tips for using the reports feature