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New in Copper: Pipeline templates 🥳

New in Copper: Pipeline templates 🥳
Michelle from Copper
Copper Employee
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Pipelines are a powerful tool to help Copper users visualize and manage important processes within their organization. With our latest update, we’ve supercharged this feature with new ready-to-use templates to make creating your first — or additional pipelines — a breeze. 

With our new industry-specific templates, and the ability to duplicate an existing pipeline, you can create new pipelines in a snap ✨

 

How it works:

When a user goes to create their first pipeline or an additional pipeline, they’ll now see the option to choose how they’d like to get started  — whether by building from scratch, using a template, or by duplicating an existing pipeline. 

 

If a user selects “Template”, they’ll be prompted to select which industry-inspired templates they’d like to choose from. 

 

If a user chooses to duplicate an existing pipeline, they’ll have the option to pick which one they’d like to replicate and use as a template. 

That’s it! 

 

We’ve put together a handy guide of 12 super helpful custom pipeline ideas for you to get the ball rolling. Check it out!

🚨 We recently recorded an entire webinar on working with pipelines in Copper. Watch it here. 

Cheers, 

The Copper team


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