Watch the latest Coffee with Copper on increasing your team's Copper adoption
Join our weekly Q&A for any Copper questions! Thursdays at 9:30am PST
Turn your Gmail inbox into your personal assistant. Download now!
Check out our guides! Quick start & comprehensive options
If you need help puzzling something out, this is the place for you.
A treasure-trove of Copper resources to help you make the most out of your CRM.
Hello! Here is an example of how you can use pipelines to manage grant applications in Copper. This example is made up two two pipelines: one for Grant Applications and one for Grant Management. When an Opportunity in the Grant Application Pipeline in Won, a Workflow Automation moves it to the Grant Management Pipeline. Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information. Here’s how I set up the Workflow Automation that moves Opportunities from Grant Applications to Grant Management:Let me know in the comments if this demo is helpful!
I don’t see a way that Copper handles duplicate leads from an import. If I import a file 1 with a bunch of leads, then file 2 with more leads and there’s some overlap, it seems I get duplicate leads. Is there a way to eliminate these duplicates? I would think there’s a way they could be auto-caught and merged or something.
This week, we started rolling out new support options in our mobile app, provided new settings for admins and account owners to set the default email visibility for all users, and sunset our legacy Google Workspace add-on.MobileYou’ll soon be able to chat with our support team, access support links, and learn about new features directly from our iOS and Android mobile apps! Click the menu in the bottom right corner, then click “Help & Support.Click the menu in the bottom right corner, click “Help & Support”, and the same support experience you see on desktop will now appear on mobile.In addition, you’ll soon be able to upload files from Dropbox to Copper from the Android app. You also now have the option to take a photo or attach a previously taken photo on Android. SettingsWe rolled out a new setting that enables Copper admins to set a default email visibility for all account users. Until recently, your Copper users could decide if they wanted their email content and files to
Hi Copper gurus - Is there a way to distinguish inbound and outbound contact points in workflow automation (something more granular than ‘Last Contacted’, which can be either inbound or outbound)? For example, I would like to create a task to respond to inbound communication within 2 days. Thanks!
Quickbooks sends out invoice payment reminders to company contact within Copper. Is there a way to have these emails save into the companies in Copper for quick reference? -Andy
Does anyone knows how to export a report with all Closed Opportunities with certain stage as filter?
I’m using my email alias as my primary email. I’ve set Gmail to send as my alias. However, my Copper account is set up under my primary email address. So when emails are synced, it sees my alias and thinks it’s a different person and not me and wants me to add my alias as a person/contact. How can I add my alias to my account so my alias also shows as “Copper User”?
I operate within the confines of a controlled liquor state, meaning I often am unable to track sales through traditionally methods and have been trying to adapt this software somewhat to provide a more full picture of sales efforts, conversion, and market trends that will inform our quarterly strategy moving forward. Does anyone have experience in this specific industry? The standard Pipelines/projects are not necessarily all that helpful, but maybe I am missing a way to customize more fully. Any info would be helpful, otherwise I’ll keep plugging away in settings.
Our updated Copper and Mailchimp integration is here! Brb, while we do a happy dance 💃The new super-smooth 2-way sync integration includes standard and custom field mapping, tag syncing and engagement metrics to supercharge your email game. This upgrade means both Copper and Mailchimp databases are always current — no email or lead is left behind 🙌 Automatically update Copper and Mailchimp with 2-way sync The new 2-way functionality allows you to do more than ever with Copper and Mailchimp: 👉 Automatically add or remove contacts in both Copper and MailchimpKeep your entire customer base up-to-date in each system with automated sync. People and Leads from Copper will push to Mailchimp audiences, and vice versa. The sync triggers on creating and updating records in either platform. 👉 Segment smarter with automatic syncing of fields and tagsLevel up your personalization by bringing in the right customer details through 1:1 sync of fields and tags between Copper and Mailchimp. 👉 Ac
This week, we started rolling out text filtering, improved our web tracking via forms, introduced a new mobile welcome screen, added some Google data access settings, and squashed some bugs. 🔊 Want to be notified as new features are rolled out? Subscribe to our release notes!Head over to our Product Updates page, then click the purple “Subscribe” button on the right hand side. If you’re new to Copper Community, you’ll need to sign in with your Copper account before subscribing. Text FilteringYou asked - we delivered! We are rolling out the ability to filter on free form text fields.Over the next few weeks, you’ll be able to filter on default or custom text fields across people, opportunity, company, project and task records. Text filtering can help you more easily locate and segment your records, and assist with importing new data into Copper.When in a list or pipelines view, text fields that can be filtered will have a “Show Settings” option to the right. When selected, you can match
The new filtering features are nice, but the ability to filter a task list by relationship would be very helpful.
Hi,Would it be possible to change the “stage” automatically once a quote/contract was sent?Thanks, Sandra
Hi there, I have created a view to reflect the value of opportunity at each stage of my pipeline (with some additional filters). Unfortunately I have not been able to change the order of the bars. They should show in the order of my pipeline. This is an attribute used in the “view by” of the custom made report. The only sorting option I see is on the metrics (opportunity value in my case).This seems like a very basic reporting, I was hoping someone could help with this.Thanks,Chloe
The copper api uses Unix Epoch times (seconds snice 1970).Weird, but ok. It really should use rfc 3339 (iso 8601). But, since it doesn’t, it leads to this problem…it uses unix epoch with respect to some timezone. And this is making integration complex. If its going to be in epoch, it really needs to be in UTC.. How can i know what timezone it is with respect to now? there is no api call to figure that out. and, which sub-timezone. etc. Is this global to the copper world? to a specific customer?to an object or lead? so for example, when i ceate activity events, they end up in the future since i want to supply UTC. but if i can’t, then i need to know the DST/STD settings as well as the utc offset of the copper server.
What is classified as “updating” a task. What can I do to update a task?
my reports show my small team members all with the same name \empty value’
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.
Using other applications or tools that you are wanting to work with Copper? Search below!
Visit here for in-depth content on specific features and functionality.
New to the community? Here's what you need to know to get started.
Can't find the answers you're looking for? Our Support team is here for you.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
