Let Me Introduce Your Copilot.
Copilot University teaches you how to implement Copilot CRM in your business. Everything from getting started to advanced techniques that will change how you do business. Our goal with Copilot University is to not only give you the ingredients but also the recipe to creating exactly what your business needs. In this case, the actual suggested workflows and SOP's for routing, scheduling, invoicing, creating automations, and managing your business is the recipe we hope to provide in this course.
Course Overview
Course Introduction
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Getting Started
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CSV Imports
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Customer Management
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Services Management
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Team Management
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Scheduling & Routing
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Finances
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Client Portal
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Core Loop
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End of Beginner Section
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Marketing
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Automations
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KPI Cockpit
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End of Intermediate Section
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Fine Tuning
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Industry Specific Flows
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Integrations
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Field Employees
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New section
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