Hey Copper Community! 👋
This month’s Product Pulse focused on empowering users to get the most out of all of the Pipeline upgrades we have introduced so far this year! We explored how Pipelines can help you streamline your workflow and boost your productivity. Your Pipelines should serve as the blueprint for capturing and managing your prospects through each of the phases of the customer journey. The work we've done around Pipelines this past year has all been centered around helping you do just that, mapping out your customer journey and successfully tracking each step as you go.
Key takeaways:
👉 Enhanced Pipeline view: Enjoy a revamped interface with improved usability and navigation. If you can’t see the new board view, reach out via the in-app chat and we’ll get you set up.
👉 Task management made easy: Create, edit, and track tasks directly from the board view.
👉 Customizable fields: Tailor your Pipeline to your specific needs by adding custom fields.
👉 Valuable insights: Gain deeper insights into your performance with new features like flags and custom reports.
👉 Task automation: Streamline your processes with automated tasks.
We cover all of the above ⬆ with Andrew. Here’s a recording recap so you can jump to the topics most important to you:
- Copper vision for Pipelines - 04:56 to 06:35
- New look and feel of the board view - 07:11 to 08:52
- New features (record navigation, dedicated filter panel, sorting options, saving filters, project workflows) - 07:11 to 13:17
- Tasks and custom fields - 14:09 - 20:58
- Pipeline reports - 21:48 to 22:33
- Pipeline tips and tricks - 23:09 to 25:38
- BONUS 🎉 what’s coming next - 26:09 - 27:00
Join us for next month’s Coffee with Copper on September 24th, 2024, as we dive deeper into crafting your customer journey with Copper. Register here.
Whether you’re new to Copper, a longtime customer or still checking it out, we hope you’re excited to explore the possibilities of our new Pipeline features.
If you have feedback or questions, please share it in the comments section below ⬇️
See you next time,
Amie at Copper