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The Complete Guide to Onboarding to Copilot CRM
Introduction
Course Overview (7:23)
Settings
Deciding How Automated You Want to Be (9:55)
Getting the Settings Set Up for Your Business (20:15)
Transferring Data
Exporting Data From Your Previous CRM (1:53)
Importing Customers and Properties into Copilot
Importing Items & Services into Copilot (3:20)
Automations and Templates
Setting up Email and Text Templates (2:08)
Setting Up Automations in Copilot (5:08)
Setting up Sequence Automations (6:53)
Conclusion
Essential Next Steps (1:23)
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Importing Items & Services into Copilot
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