Record types: People, Companies, Opportunities and Leads [video]

If you’re moving to Copper from a former CRM or spreadsheet, you’ll want to start thinking about how your existing data can be applied within Copper’s records

Copper’s records layer on top of one another, allowing you to create dynamic connections between contacts and the initiatives you’re managing with those contacts

Understanding Copper’s core record types:

People, Companies, and Pipelines are Copper’s core record types. These record types will store key information for your business relationships. Leads, Tasks and Projects help support these core Copper records.

• People: contacts you currently work with, would like to work with, or have worked with in the past.

• Companies: organizations you currently work with, would like to work with, or have worked with in the past.

• Opportunities: A Pipeline represents a process with different stages. An Opportunity it an item that move along that Pipeline.

Using Leads to streamline qualification:

Leads represent potential Opportunities. These are cold contacts that your team needs to qualify before they convert it into a Person or an Opportunity. Leads are optional, and should be enabled if your sales workflow includes a qualification step before an opportunity is created.

• Leads: New relationships of any kind that need further qualifying. Intended to be converted into a Company/Person/Opportunity.

When a Lead is qualified, your team can convert them using the “Convert Lead” button located at the top of their record details.

Before completing the conversion, Copper will prompt the user to confirm their contact details, and optionally create an opportunity at the same time.

Using Projects and Tasks to improve productivity:

Projects and Tasks are productivity records types. Tasks can be used to manage individual actions assigned to you or your teammates. Projects can be used to manage multiple tasks that are tied together, or attached to a closed won Opportunity to manage post close.

• Tasks: Smaller action items that need to be completed, in association with any record type in Copper (Leads, Companies, People, Pipelines/Opportunities, or Projects).

• Projects: Deliverables that need to be managed within your internal process. Can represent a special project, or the post-sale management of a new customer.

When winning an Opportunity in Copper, you may create a Project at the same time. This will allow you to continue managing the customer beyond the close.

Let us know is the comments if you found this guide helpful!