CRM Best Practices

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

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Archive old email addresses

Can I archive a contact’s old email address in Copper without deleting it? In other words, I have a contact that has used multiple emails, but now wants us to use only one. I would like to keep all emails in Copper so the emails synch; however, the client record shows more than one email address, wh...

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How do I export notes I've created for my clients?

I’ve been able to export people data into an excel spreadsheet but can’t figure out how to export notes I’ve created.

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Find Duplicates

We have thousands of contacts and companies in the system. Some are duplicates. As far as we understand it, there is no easy way to find and manage duplicates in bulk. Do you have any idea on how to work with duplicates? How to find them? How do fix them in bulk? We used to use https://dedupe.ly/ fo...

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Best practices for leads / opportunities?

Hi everyone, We’re fairly new to Copper and trying to perfect it to match our needs. We are mainly B2C but also do some B2B work.This is our process on 90% of our work:Lead received from a vendor via email or their portal Lead information is added to Copper via the leads area Lead gets contacted to...

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template format issues

I made a template and I have noticed once I have sent the email to a client by using that template the email looks nothing like my template- no sections -no bold words none of it, why is that? That defeats the purpose of a template ... especially when its a list of important instructions.

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Copper Search Engine

I have noticed that Copper search engine had some problem identifying similar patterns when I search some terms that are identically the same. For example when I search the word GO SHOP It throw me some results, but when I do with the term without capital letters It throws other results. What I exp...

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Article Houwzer Grows Team of Real Estate Agents While Using Copper

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...

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