CRM Best Practices

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

16 Topics

J
JPierreNew Participant
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

1
Michelle from Copper
Copper Employee
1 day ago
J
JesperCCmathNew Participant
asked in Ask a Question or Share an Idea

Email visibility / privacy

Hi all!My team and I are struggling with the “Individual Email Visibility Control” setting. Either all emails are public, which we definitely don't want because that means I could see all emails to and from my colleagues, including internal and private emails. Or all emails are private, which is what we have now, but that means opening every email to and from (potential) customers manually, and there are dozens of them every day. Is there a solution for this? Or can a less all-or-nothing feature be developed?Kind regards,Jesper Doorn 

3
Michelle from Copper
Copper Employee
3 days ago
J
JesperCCmathNew Participant
asked in Ask a Question or Share an Idea

Date format in Legacy report vs Setting

Hi,In settings, I’ve set my date formatting to DD/MM/YYYY. But in the (legacy) reports it appears as MM/DD/YYYY. Is this a bug or can I format the date in a different way?If it’s a bug, or an intentional feature which I would find very strange, is there a potential solution?Kind regards,Jesper Doorn

0
J
4 days ago
H
Hivelocity-LeeNew Participant
asked in Ask a Question or Share an Idea

Can't add Companies to the Related Section for People records?

Is there any reason the Companies shouldn’t be listed in the Related Section for People?  or At minimum the option to add Companies to the related section for People.  Currently, for Companies if I want to create, view, edit, add, drill down into, etc. I have to drill down into the People record to do so.  I can see companies related to Opportunities  

3
Michelle from Copper
Copper Employee
18 days ago
C
CamilleNew Participant
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

11
Michelle from Copper
Copper Employee
1 month 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 :)

3
Michelle from Copper
Copper Employee
2 months ago
D
DanThorEngaged User
asked in Ask a Question or Share an Idea

Business Type Vs Product type

What is the best way to use the “Account Type” field for a company? We are having some internal confusion and can’t determine the optimal flow. We are getting the type of company or business mixed in with the product they are using. Should we create a new field such as “Product Type” for the opportunity or a “Business Type” for the company or “Product Type” for the company? Or something else?

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

in my copper account, the customer records already have the LinkedIn and Facebook link, there must be a way to click the link next to it, should pull the latest contact info and update into copper records?

in my copper account, the customer records already have the LinkedIn and Facebook link, there must be a way to click the link next to it, should pull the latest contact info and update into copper records?

0
M
2 months ago
Brant Giovannetti
Brant GiovannettiNew Participant
asked in Ask a Question or Share an Idea

Spirits Industry Adaptation

I operate within the confines of a controlled liquor state, meaning I often am unable to track sales through traditionally methods and have been trying to adapt this software somewhat to provide a more full picture of sales efforts, conversion, and market trends that will inform our quarterly strategy moving forward. Does anyone have experience in this specific industry? The standard Pipelines/projects are not necessarily all that helpful, but maybe I am missing a way to customize more fully. Any info would be helpful, otherwise I’ll keep plugging away in settings. 

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

To Do Items In Opportunity Vs Project

I’ve run into an issue where I have an opportunity with a task. I’ve also created a project associated with that opportunity. But I’m finding I duplicate to-do items. I have the same to do items in the project and in the opportunity. I like the board view of the project, but the to do items don’t sync to the opportunity. Is there a way to have them sync or should I try a different work flow?

1
Michelle from Copper
Copper Employee
3 months ago
L
LisaArmellinoNew Participant
asked in Ask a Question or Share an Idea

Auto Logger duplicating activities on my Android

Hi, My auto logging on android duplicates all of my calls and text messages a second time, so I have double activities for calls and texts in my customer records.What can be done about this?  I make calls and perform text messages through the app and they get logged when I do them.  Then when I open the app again the next day, my activities from the day before auto log again as the app is loading.Please help, thank you!

2
Michelle from Copper
Copper Employee
3 months ago
R
RhodesNew Participant
asked in Ask a Question or Share an Idea

Conversion Rate Calculations

Our cold email introduces us to warm contacts. We add these contacts to Copper as “people.”We have not currently been putting them into the pipeline at that point because that could be 50+ people per week but we do need a metric on warm lead to meetings booked to close.Can you please provide best practices?

7
R
4 months ago
M
Michelle HNew Participant
asked in Ask a Question or Share an Idea

Best Practices for a Recruiting firm

Hi everyone! I am a Talent Coordination Specialist at SymphonicHCM. We are a recruiting firm, and I was hoping to get some input from others that are also using Copper for recruiting. Does anyone have any specific features in Copper that they have found to be extremely useful? I was also hoping to get some insight on how others are using Copper exactly for their recruiting firm and some best practices and advice on this. Thank you!

3
Michelle from Copper
Copper Employee
5 months ago
Mauricio Chavez
Mauricio ChavezEngaged User
asked in Ask a Question or Share an Idea

Does everyody uses Pipelines?

Hi all,I’m truly wonderng if eveyone uses Pipelines. Even though we know them very well, is not necessarily something that fits in our workflow, nor willing to implement them into our current way of lead conversion. Just curious. Thanks!

2
Mauricio Chavez
5 months ago
J
JSJNew Participant
asked in Ask a Question or Share an Idea

Tracking Past Companies

Hi there. We would like to be able to track People and their entire work history which means that we will sometimes have them associated with more than one company. Is there an easy way that anyone uses to track a person’s record and associate it with both their current company AND their past company? Thank you!

1
A
Copper Employee
6 months ago
Ken from Copper
Copper Employee
Ken from CopperVP of Customer Success
published in Ask a Question or Share an Idea

Houwzer Grows Team of Real Estate Agents While Using CopperCase Study

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 estate space.”A year and a half later, it’s safe to say the Howzer team, and its 40+ users, are doing just that.“When we began building our sales team, it was just me, and I was coming down from a really terrible Salesforce experience at my previous company,” Dave recalls.“The cost of Salesforce was unbelievable. I spent way too much time logging data, and my team couldn’t afford the add-ons that would help us do our job. It was part of the reason I ended up leaving that role.”This was resolved as soon as Dave found Copper. “Upon joining the Houwzer team, we set out to find something that would automate as much as possible for future agents,” he says.“We wanted to make it as easy as possible a

863
alex
1 year ago

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