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A treasure-trove of Copper resources to help you make the most out of your CRM.
Tell us about your use cases or grab some ideas form this thread!
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...
Basically, every stage in our pipeline involves a set of tasks or to-dos that need to be done before moving to the next stage. How do I build this in Copper?
I'm trying to replicate the "Activity by User" legacy report in the new reports- is this possible? I'm not seeing activity data attributes in the new reports
Back in late 2015, we shared why Houwzer was on a mission to democratize real estate by helping consumers find a better way home – and how Copper was helping them along the way. Director of Sales, Dave Speers, mentioned that their goal was “to leverage CRM like no one has ever done it in the real es...
Grab a cup of your favorite perk and join us for the upcoming Coffee with Copper webinar: Partner integrations. Register Here Wed May 19 at 9am to 10am PST See how our integrations can make your life easier and more organized.You’ll see expert-guided live demos for 4 workhorse integrations:Linked...
Hey, I’m trying to grab an API key and the instructions are telling me to go to Settings > Integration. But when I open Settings I don’t see an Integrations section?
I need to transfer ownership to someone else. How can I do this?
Share an example of how your team is using Email Sequences to reach your customers and prospects. Let’s hear your ideas! I’ll start with an example we use this feature at Copper in the first comment.
I’m on the Basic tier but I want to get on the Professional. How do I update my subscription?
I see field key when I create a new field. What is this and how am I supposed to use it?
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