Check out our annual gift guide featuring 7 Copper small biz retailers
Join us Tues. Dec 13 for a live demo of Copper reports & more
New nav in our iOS app, sunsetting ‘Participants’ view in the Chrome extension
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A treasure-trove of Copper resources to help you make the most out of your CRM.
At this point is there any way to have Copper automatically sync with Microsoft Teams? We have several clients that do 90% of their communications through Teams chat and it is difficult for my team to manually capture those activities.
Hi,We are using Office 365 at the moment. Is there a way to use Office 365 SMTP server to send email? We like the CRM but I don’t seem to be able to find settings to change SMTP server.
How do I stop lost opportunity email notifications
I got message, that extension needs to be updated. Somehow happened but Icon does not show up on Chrome and Gmail anymore. Deleted, reinstalled twice, restarted Mac (Ventura). Nothing. Posted in existing topic as well.
Hello Copper Community! We are starting to deploy a series of updates to the Copper Chrome Extension that will improve our email open tracking feature by eliminating false positives. These updates will require you to accept new Google permissions.In most cases, Chrome will automatically prompt you to accept these new permissions: However, if you do not see this prompt or do not accept the new permissions, the Chrome extension may stop working in Gmail and Google Calendar.To re-enable the Chrome extension, open up your Chrome extension settings by using the puzzle icon in the top right corner of Chrome:Click “Manage Extensions”You’ll see a box for Copper and a toggle to re-enable the Chrome extension:Click the toggle and then select “Re-enable”That’s it! The Chrome extension will continue working as before - except better, with improved email tracking! If you have any questions, feel free to post a comment below or contact our team using the in-app messenger icon.
Hello friends, the Holiday season is upon us and for the team at Copper we love diving into our holiday traditions including our annual small business gift guide. We’re all about shopping local (when possible) from brands that give back to the community 🤝, source sustainable products and materials 🌏 and keep our local economies running. Plus, by putting together this guide we’re continually inspired by each company’s story and the people behind the brands 💕So this Small Business Saturday, consider shopping small by supporting these 7 Copper retailers: TinyB Chocolate📍 Based out of San Francisco, California, USASpecialize in brigadeiros, “Brazil’s favorite treat”, a bite-sized chocolate delight, creamy and packed with flavor. Their highlight of 2022: Nailing their packaging design so it reflects their culture and mood as a brand. Malie📍 Based out of Kauai, HawaiiOffering the essence of Hawaii through skincare, body and home products for over 15 years. Their highlight of 2022: La
Hi there, We are trying to embed our phone dialer inside Copper UI via embeddded app. However we could not find any method to pop-up the iframe from action bar. We did found the showActionBar key in setAppUI() method but its only applicable when the page is loaded for the first time. What we are looking for is the functionality to pop open iframe from action bar on demand.This will helpful in cases where the user will click on the number and we will pop-open the iframe from action bar, or while receiving an inbound calls.
Hi everyone and welcome to the Copper Community!I’m Michelle and I‘m the Copper Community Manager. You’ll see me around here starting discussions, answering questions, and helping you connect with your fellow Copper users.Let’s get to know each other - introduce yourself below and say hello to other users!
HI, I’m trying to create a report/insight into how long it is taking opportunites to move through the pipeline. I have created the automation to show the number of days in each stage- but I’m stuck on pulling a report on average time to close.
This week, we introduced a new navigation to our iOS app, sunset ‘Participants’ view from the Copper Chrome extension, and continued to squash bugs 🐜 Mobile appWe’ve re-designed our navigation on iOS to create more consistency with the Google apps you know and love. You’ll be asked to turn on the new navigation following your next app update. You can also turn the new navigation on or off by clicking the ☰ tab.New iOS navigationWe hope to introduce the new navigation to Android in the coming months — stay tuned! Chrome extension Improving Chrome extension reliabilityWe continue to make improvements to our Chrome extension, including: Preventing Copper users from being counted as an “email open” when they read their own emails in Gmail on desktop. Now officially supporting split-pane view in Gmail. Improved reliability in identifying other Copper users and colleagues at your organization. As part of these improvements, you may be prompted to re-enable or refresh your Chrome extens
Hiya - Emails sent from a 3rd party email client (superhuman) are not syncing to Copper. I need to manually relate email to a lead from sent folder in gmail to fix. What am I doing wrong? Any suggestions? Thank you!
I have connected Gmail to Xero but cannot see a way of connecting Copper to Xero. What I would like to do is set it up so that invoices sent directly from Xero appear on the activity log of the person receiving the invoice. Is it possible to do this? Thanks!
Has anybody figured out a way to add tasks to projects via some sort of trigger? Our use case: different customers want to setup our product with different features enabled. Different feature-sets require different data gathering, setup and training tasks to complete. So, I would like to be able to tag a Project with the feature-set that’s going to be enabled and have it generate the relevant tasks for my team automatically based on that. Thanks!
Hi Team, I am an IT consultant engaged by Focus on the Family Australia, to look into a few IT related issues. An issue i would like to chat to you about is that our data, in terms of donar receipts is no longer being populated in Copper. Our finance package is quick books online. One user of the system suggested that the app Zapier was used to link the 2 systems together. Would you be able to look at our setup and tell me what the issue is? Thank you Steve
Some of the contacts owned by me have their title listed. Most of them don’t. I don’t see how I can add/change a title. Anyone know?
I was hoping there would be a workflow automation I could set up so that when I create a New Opportunity in a Pipeline, this would trigger an email to others on my team so that they are in the loop without having to log into Copper. Additionally, this would be helpful when an opportunity moves between different stages of the Pipeline. Thanks!
Email & calendar syncing: we've noticed that emails/calendar events seem to be inconsistently syncing to Copper. Some show up in Copper that we did not intend to sync. Want to get really clear on the sycning settings so that we can be precise in controlling for what should and should not show up in the database.Any suggestions?
Hello, So I believe I have various duplicates in people and Companies, given I use Surfe (ex-Leadjet) to save my LinkedIn conversations with the leads I already had on Copper. It seems that Copper does not recognize that the leads or their companies are already on the Copper records.Since I manually have to merge these duplicates, and there are many of them, how can I avoid duplicates being created everytime I save the conversation with a lead from LinkedIn? Thanks.
Turn your Gmail inbox into your personal assistant. Add contacts, create follow ups and access context about your deals without having to switch to the app.
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