Copilot CRM

Copilot University is a completely free course on the basics of Copilot CRM, available to everyone on the internet!

Copilot University

The Multi-Location Office Login allows you to have multiple paid Copilot accounts and link them together through one shared login website.

Multi-Location Office Login

Importing Customers into Copilot

Default Calendar Options

Rescheduling Visits From Your Dispatch Board

Settings for Default Schedule View For Desktop and Mobile

Dark Mode

Global Search Bar

Page History Tree

Transferring from Another CRM to Copilot

How to Upgrade Your Copilot Subscription

The Wiki

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Unsubscribe Link on Emails

Initial setup tasks that new users should know

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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