Managing Pipelines & Opportunities

Is the Product Videos section of Copper Support sufficient enough to get team members onboarded? Or is there other information covered in help articles that are without a video version?

@Michelle from Copper 

Hi @JPierre! I would actually recommend our Getting Started section since it’s a little bit more up-to-date, and they can post any questions in the comments of each section. It’s a series of short articles they can work through at their own pace.

Alternatively, we run a new user webinar where my colleague Chris runs through the basic functions and answers question. It’s a great option if your colleagues prefer a live session! And we also have a recording available on that page.

I want to put a contact into two pipelines. How can I accomplish this?

Hi @AdamN, thanks for posting! I recommend creating two separate opportunities that are both attached to that contact.

To do this, you can open up a contact and find the Opportunities section and click “Add Opportunity” or the “+” sign. It will ask you to name the Opportunity and give you a popup to fill in more information.

In that popup, select the Pipeline.

Do that and repeat for the other Pipeline. In the example below, I have an opportunity in the Sales pipeline and another in the Admissions pipeline.

Let me know if that helps!

Hi!

I’ve assigned win percentages for each stage in my pipeline. Those do not auto populate into the opportunities within that stage, correct? Am I right to assume I need to assign a win percentage for each opportunity individually?

Thanks for your help!

Hi @klamen! The win percentage for a stage is assigned when an Opportunity moves into that stage. For example, if you already have Opportunities in your Demo stage, and then you set the win % for the Demo stage to 15%, nothing will change immediately. But the next Opportunity you move into Demo will automatically have its win % updated to 15%.

So it doesn’t automatically update Opportunities that are already in that stage. But it will update it for Opportunities that move into that stage moving forward.

Let me know if that helps!

Thank you that is really helpful!

I was running into issues when importing Opportunities. I had followed the order of Organizations, Individuals, and Opportunity - but found that after I imported the Opportunities it duplicated the Individual record based on the “Primary Contact” for existing individuals.

Copper Support let me know that for existing records, you are trying to relate a "Primary Contact" to an Opportunity, the system will check the Company you are trying to relate to the Opportunity and the Company related to the contact you are adding as a "Primary Contact". Both fields need to match.

My issue is that we want to track opportunities with a particular person at a particular organization - but they may no longer be at that organization so their company may have changed.

So basically the Primary Contact and Company both need to be related to the Opportunity but not necessarily to each other. 

Example: I need to import past Opportunities. An example Opportunity "Fruit Sale" for a partnership - and you worked with Primary Contact "Bob" at Company "Apple" for it. “Bob" has since moved to another Company "Banana", and his Copper record has been updated accordingly. I need the imported Opportunity "Fruit Sale" to retain the original information so we know the partnership was done with Company "Apple" and we had worked with "Bob" while he was there for any future partnerships with Company "Apple". Is there any way to auto-relate the correct info when importing or workarounds so that the Opportunity "Fruit Sale" retains the original partnership information and auto-relates to the appropriate records even though Primary Contact “Bob” changes Company?