CRM Best Practices

Ever wonder "How to CRM?" This is the place for you. Learn how to use Copper to your advantage.

38 Topics

Amata
AmataNew Participant
asked in Ask a Question or Share an Idea

Customize Social Media Field

I’m aware that there’s a list of social media platforms in the field. However, what if new platforms come up? Using ‘other’ is unclear of what the social platform is.It would be nice to be able to customize this field like the ability of add additional social media platforms beside those listed in the drop down menu. For example, YELP, most of our clients are restaurants and they have a Yelp page. So listing in ‘other’ option would not make sense as ‘other’ could be a different platform for another client.Please consider this idea, thanks.

0
Amata
17 days ago
D
DanHKEngaged User
asked in Ask a Question or Share an Idea

ACTIVITY LOG malfunction

When I send an email to my contact, this email will automatically show up in my contact page, as an ACTIVITY, without the needs to LOG an activity by hand.When I send the same email within my Gmail, instead using Copper CRM, it behave in the same way.However, when I want to send the same email, within my Gmail, using the Gmail function SCHEDULE SEND which appears on the bottom, clicking the little arrow, beside the SEND word, the email is correctly sent at the scheduled time, but it will not show up as an activity into my contact’s page within Copper CRM.How to fix this problem?

6
Michelle from Copper
Copper Employee
1 month ago
W
wade6301New Participant
asked in Ask a Question or Share an Idea

Moving owner to unassigned

I have a large database of companies.  I need to move a number of them to no existing owner but I want to keep the information.  I cannot figure how to move from an existing owner to unassigned as unassigned is not showing as an option

3
P
1 month ago
C
CathyCEngaged User
asked in Ask a Question or Share an Idea

Best practice for working with custom fields across multiple pipelines

When you split a process into two pipelines, such as qualification and sales or sales and implementation, do you carry the custom fields forward into the new pipeline? I have some fields that are unique to each pipeline, but there are many others that will be used in both pipelines. Is the best practice enable the custom field only in the first pipeline and go back to look it up in the opportunity in the prior pipeline, if you need it. Or is it better to enable the custom field in all pipelines where it’s relevant and carry the value forward when opportunity is closed in the first pipeline and created in the next pipeline? Example: I’m implementing for a residential design/build firm with a qualification pipeline followed by a Design sales pipeline and a construction sales pipeline Some project are design-only or construction only but some go through both. The address of the project (which often isn’t the clients’ current address so doesn’t really belong on person) is a custom field th

3
Michelle from Copper
Copper Employee
1 month ago
Z
ZurumNew Participant
asked in Ask a Question or Share an Idea

contact issues

t sure what’s happening on Copper. All the communities I tagged their contact as “Unknown” now has PyLadies Ghana contact on them. I just noticed few minutes ago What could have happened?

1
Michelle from Copper
Copper Employee
2 months ago
S
SindyNew Participant
asked in Ask a Question or Share an Idea

My Plan

Hi: I did a lot of bulk mail yesterday and got a message that said I was over my limit. However, I don’t know what my limit is. I also don’t know if a limit is by the day, week, month or year. I would like to know if I need to upgrade because I will be implementing a lot of new bulk emails and would like to add some campaigns that can be sent periodically on a certain schedule to clients and prospects. Can you please have someone call me to explain or send a very detailed email.It was very difficult for me to figure out where to go to ask a question. Thanks,Sindy Marvin

2
Michelle from Copper
Copper Employee
3 months ago
J
jfrList views beta tester
asked in Ask a Question or Share an Idea

Report or dowload primary contact info based on a company attribute

I would like to create a report or a download of person specific information - name, email, linkedin profile, for the primary contacts of Companies with a specific tag. How can I do this? Jim

1
Michelle from Copper
Copper Employee
4 months ago
L
Liliya ShipulinaNew Participant
asked in Ask a Question or Share an Idea

Importing of connect fields

Hi! Why when importing, the information of fields such as connect is not displayed in the report?It would help a lot in the work.

1
Michelle from Copper
Copper Employee
5 months ago
M
MichaelKNew Participant
asked in Ask a Question or Share an Idea

"Related" entries

Trying to wrap my head around the following:I’m in real estate - my leads come mostly as lender referrals - which means that each “lead” has at least two contact “person” associated with them as well as some pdf files  To keep things organized  - I should keep the incoming lead in “leads “ status. as long as I haven’t talked to them or know if it’’ ever pan out . The problem is - I can’t relate the associated “person” field. In my normal workflow there’s a lot of communication necessary between the original parties before we ever can make the decision if this can become an opportunity.In order to do any relationship - I’d have to create a “project” or opportunity - which is complete overkill unnecessary - At this point my brain is “fried” trying to find a work around :)

4
J
5 months ago
T
trichesList views beta tester
asked in Ask a Question or Share an Idea

Custom field for amount and date (For forecasting staged payments)

Hi,  I want to create three fields for staged payments. The field needs to be date (for payment) and amount.  I’m not sure if there’s a way to do this in Copper, any ideas anyone?

2
G
6 months ago
T
TomDZDNew Participant
asked in Ask a Question or Share an Idea

Importing new information on existing contacts on Copper in bulk

I'm trying to update information in bulk on people we already have on Copper, by uploading an excel sheet. But from what I see, if we input an existing contact again, Copper will not synchronize it to avoid duplicates. Now my question is: is it possible to upload information from existing contacts onto Copper in bulk? (through excel or .csv format). Or would I have to delete the contacts on Copper and upload them again, and will I lose the saved previous activity?

3
C
6 months ago
Z
zoopdezoopNew Participant
asked in Ask a Question or Share an Idea

Meetings booked per rep

Heya, I’m looking for some advice on how to create reports that showcase meetings booked per rep over a given period of time. Right now we use the “Task > Activity Type = Meeting” to track meetings booked (with created date being the filter there) and then the “task completed” date to indicate the meeting happened. Can I create a report showcasing Meeting Tasks created per month per rep, as well as Meeting Tasks completed per month per rep? Thanks in advance!

0
Z
6 months ago
S
SindyNew Participant
asked in Ask a Question or Share an Idea

Picture on my signature.

When I send an email through Copper my profile picture is not showing up in my email signature. I checked and it is for sure in the email signature in my google/gmail. signature. How do I make my profile picture show with my signature in my emails?Thanks, Sindy Marvin

1
Michelle from Copper
Copper Employee
7 months ago
A
ashahEngaged User
asked in Ask a Question or Share an Idea

Is it possible to create a default "Note" using markdown?

I’d love to use markdown for taking meeting notes with rich text - but I think there would be a high user burden to remember the markdown usage. I’m wondering if it’s possible to save a default “Note” with the markdown so that every time a new note is created in a record, a guide for the markdown is easily accessible.

4
A
7 months ago
J
JPierreEngaged User
asked in Ask a Question or Share an Idea

Is there a GANTT chart view for Projects & Tasks?

I’m still helping my team adopt Copper (while learning myself) and I’m interested in doing more within Copper to track action items and events rather than also using ClickUp.Is there a way my team can keep track of To-Dos more visually in a GANTT - calendar style for better planning? Per client > per project etc

3
D
7 months ago
C
CamilleEngaged User
asked in Ask a Question or Share an Idea

opportunity conversion rate between stages

Hi,I'd like to build a Funnel conversion report, to track opportunity conversion rate between stages in my pipeline. My goal is to confirm wether the win probability % for each pipeline stage is accurate or not, and to monitor its evolution over time. Could you help me do that please?Thanks a lot for your help!Camille

13
C
8 months ago
D
DomoniqueNew Participant
asked in Ask a Question or Share an Idea

Email Templates

COPPER CRM - when creating an email and using templates we were able to add multiple templates to the email, now when we select a different template to add in the email it removes all the text from the email and adds only the text of the template I selected.

1
Chris from Copper
Copper Employee
8 months ago
S
SHIPNATNew Participant
asked in Ask a Question or Share an Idea

Where are my forwarded emails?

New UserWhen I forward an email inside google, I can’t find it anymore.Any idea where it is?  Or what setting I need to change so it doesn’t disappear. 

1
Michelle from Copper
Copper Employee
8 months ago
D
dhorthNew Participant
asked in Ask a Question or Share an Idea

Saving customized 'List View' and exporting according to customized list.

Hello, We are having two issues regarding the List View capabilities in the Pipeline: I am wondering if there’s a way to save a customized list view so that other people in the team can see the same columns/fields used and the order in which they have been organized. One can save custom filters in the pipeline, but there doesn’t seem to be a way to save the Custom Columns and their customized order in “List View” mode.  There really seems to be an issue with the ‘exporting to Excel’ capabilities in List View. No matter which of the three ‘Export Opportunities’ options I choose, the system exports ALL of the fields, not only the ones I have chosen in Custom Columns. The hope would be to be able to export the List View such as is being presented in Copper, with only the Custom Columns chosen. If anyone knows how to fix these issues, I would very much appreciate any help. Otherwise, it would be an idea for the Product Team to look into. Thank you!Daniel

1
Michelle from Copper
Copper Employee
9 months ago
J
JSJList views beta tester
asked in Ask a Question or Share an Idea

Related Companies

Hi there. I am interested in noting relationships between various companies in our database. This would help immensely as a fundraiser. For instance, I know that Foundation A provides grants for people and organizations in our industry. I also know that Foundation B does the same and has worked with Foundation A on joint initiatives in the past. It would be helpful for me to know that these companies are related in this way so that if I’m on the phone with someone from Foundation A, I can mention Foundation B and try to get a referral. Is there a reason I can’t currently relate companies in this way? Thank you!

3
J
9 months ago
R
ronbrooksList views beta tester
asked in Ask a Question or Share an Idea

Managing Company Priorities

Greetings, is there a way to create and manage company task priorities in Copper? What I’m looking for specifically is the ability to add, update, and edit tasks with assignments in Copper for us as individuals and a team to manage to throughout the year.My concern is that at times are spending time on activities that aren’t the main priorities, or not tackling our priorities in proper order.Let me know the thoughts here, thanks!

1
Michelle from Copper
Copper Employee
9 months ago
D
DavidMEngaged User
asked in Ask a Question or Share an Idea

People who move to a new Company - How To best manage

I am interested in how we can best manage a Person who moves from Company A to Company B.Do we just  change their email address and other details or do we create a whole new record? If we create a new record, what do we do with the record from Company A?

3
Michelle from Copper
Copper Employee
9 months ago
T
TomDZDNew Participant
asked in Ask a Question or Share an Idea

Duplicates created after saving them from LinkedIn through Surfe

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.

1
Dasha from Copper
Copper Employee
10 months ago
T
TomDZDNew Participant
asked in Ask a Question or Share an Idea

Avoiding and managing duplicate leads and companies best practices

Hello, After exporting people from Copper into Google Sheets in order to update them in bulk, I’ve encountered several duplicates. In terms of both leads and companies. These are the cases I have encountered:-Sometimes there is more than one lead with the same name and email but with different contact activity, when I thought Copper avoided having two people with the same name and email.  -In other cases, one company repeats itself several times. As for this particular case, sometimes there are different contacts associated to the same company, which explains the reason behind some of the duplicates.However, there are cases where I see 8 different CopperIDs for the same company, and in most cases there is no contact assigned to these duplicates. Since Identifying and merging these duplicates is highly time-consuming, my question is: which are the best practices so I can avoid to the highest extent, having this insane amount of duplicates that I have at the moment. Any solutions and pre

1
Dasha from Copper
Copper Employee
10 months ago
R
Rob Jones at ASEEngaged User
asked in Ask a Question or Share an Idea

Recording Donations

I am looking for ways to record the details of financial donations from our alumni community to our various scholarship funds.At the moment I am looking at using a Donations pipeline, with each gift being an opportunity, but our central campaign is for regular, modest, monthly donations.The alternative would be to list the donation as an activity, but this does not allow for reporting of things like income.Would anyone care to share best practice for recording income/donations within Copper?

2
R
11 months ago

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