Coffee with Copper: Working with pipelines
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In our next installment of Coffee with Copper, we’re diving into best practices for working with pipelines. Every day, Copper customers are boosting their sales performance with the power of pipelines. Most commonly, pipelines are used to track important deals from the prospecting to closing stage — but did you know they can also be used for project management, partnership agreements and more?
Join us Tuesday June 27, 2023 11am PST / 2pm EST to learn how to optimize your use of pipelines and gain valuable insights from the progression of opportunities through your key business flows.
In this session, our Copper experts will cover:
- An introduction to pipelines and how they can be used
- Tips for setting up a pipeline and using multiple pipelines
- Key pipeline features like filtering, slipping deals, reporting and more
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