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Hi -- is there a limit to the number of connections a person can have? Here is my intended use: I work in real estate and want to track how many deals we do with a given escrow officer. We may work one deal with an escrow officer, and 30 with another escrow officer in one year. Is there a limit to the number of connections that a person record can have with an opportunity record? For future use, are connect field counts captured in reporting tools? Thanks!Christina
Hello Copper Community! If I need to send out over 100 emails on a monthly basis for a single campaign (we have 3-4), how would be the best way to structure it with Copper automation? It’s a daunting task to get out 400+ emails per month on separate pipelines with different templates and all sorts of variables. Just not sure the most efficient way to accomplish this task since I imagine there are a few ways to handle it via Copper. But I want to know which is the most efficient means. Thanks and look forward to hearing your all’s feedback!
Hello! Can I create templates in Word or GoogleDocs with merge fields from Copper without having to export to excel first? I’m looking to set up contract and proposal templates - hoping I don’t have to add another third party download to do this. Thank you!
Hello Community!I wanted to ask everyone a question about the platform.Is there a way to create an automation that says whenever I have a video call with a client (Google Meet on Google Calendar event), it updates the activity log for their contact as "meeting"? Then, I could go into that auto-meeting log and just throw in a few details or even link to my meeting notes.Let me know your all’s thoughts and if Copper has any solutions for that! Thanks!
It would be very helpful to be able to create a project template from a project template so that we don’t have to add 30 tasks to a new template that is similar to a current template. Is it possible for this to be an option? Thank you!
We have a Gmail based email address. However some of our users still prefer to use their Outlook inbox. Is there a way for Copper to track emails that are sent from the Outlook inbox platform?
Many Filters on Opportunities that have existed in our system for many months seem to have disappeared. I looked in the settings and nothing seems to have changed - “Include in Filters” is clicked on these custom fields, yet they do not show up in the right-hand Filters panel when in Pipelines. Any ideas on what may be happening here and how to fix?
Any time I create a contact, Copper auto-selects the field “Uncategorized”. How do I change it so it auto-selects: Customer (Potential) instead?
Is there a way to filter out Spam/Newsletter emails sent from customers/companies from the company record? Or do you just have to manually delete?
Hi everyone, I’ll cover how to create a Pipeline progression report in Copper’s reporting system. Let me know in the comments if you have any questions!
I am trying to get in touch with someone from copper, but it looks like the chat button is down and no-one is online. Is anyone else experiencing the same?
To change billing I am told to use the in-app chat, but I have no idea how to do that, and there is no instruction anywhere on the Copper site that I can find.
My ‘Live chat help’ bubble is gone… I have submitted a request form but it bounced back saying these inboxes are no longer monitored. I have no idea why it is gone and how to bring it back. Could someone advise? Many thanks, Patrycja
Hello @Natalie from Copper and @Michelle from Copper I have a followup question. So I may need to change the information on the conversion report from “owner” to “team member” or even owners and team members. How do I change this to see the success of each team member? I have it set up as 1 user but 2 team members and may add more team members before I add more owners. I would like to see how the team member is doing on lead conversion (won/loss/abandon) but cant seem to see how to separate out the team member to view. The advice you gave to create a conversion report was excellent and easy to follow hoping this is just an “add” to that report or a 2nd report is fine too. Also, not sure if this is important, I have manager status and I have given my assistant just member status. Thank you, Kelly
I'm having a problem with Copper and was hoping someone could help me. I have a pipeline running and want to add a new column but can't seem to do it. Seems like it should be very simple but somehow it is not. Could someone please help me figure this out? Thank you.
Is it possible in Copper to build scenarios into reports? In senior management (and for our BoD) we want to look at possible sales outcomes based on a couple ok key variables? Secondly, we would like to see how accurate our forecasts are over time and adjust our assumptions (e.g. probability of close in any given stage) based on sales performance. Are either of these (or both) possible today within Copper?
We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target.
This morning I edited 300 contacts to add a tag, and never got a completion notification. So I ran it again 4 hours later, and still nothing. What’s up? Seems basic. Or am I being unreasonable?
I understand that the Copper reports refresh three times a day. I was just wondering at what times do they refresh so I know when to check them?
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