- - Resources
Live Webinars
Product Updates
Copper Chrome Extension

Looking for Training & Webinars? 👀 Log in to access them!

11 months ago

Community
Platform Q&A
General questions

General questions

Share your questions so we can make your life a little easier.

291 Topics
719 Replies

When you subscribe we will email you when there is a new topic in this category

291 Topics

Recently active

Most replies Most views Newest first

Michelle from CopperCustomer Enablement Manager

posted in General questions

Introduce yourself here!

Hi everyone and welcome to the Copper Community!I’m Michelle and I‘m the Copper Community Manager. You’ll see me around here starting discussions, answering questions, and helping you connect with your fellow Copper users.Let’s get to know each other - introduce yourself below and say hello to other users!

2 days ago

JordanIBEngaged User

asked in General questions

Missing Filters

Many Filters on Opportunities that have existed in our system for many months seem to have disappeared. I looked in the settings and nothing seems to have changed - “Include in Filters” is clicked on these custom fields, yet they do not show up in the right-hand Filters panel when in Pipelines. Any ideas on what may be happening here and how to fix?

5 minutes ago

andrewbermudezNew Participant

asked in General questions

How do I Make a Default Contact Type Automatically = Customer (Potential)?

Any time I create a contact, Copper auto-selects the field “Uncategorized”. How do I change it so it auto-selects: Customer (Potential) instead?

16 minutes ago

tegandNew Participant

asked in General questions

Filtering out Newsletter emails

Is there a way to filter out Spam/Newsletter emails sent from customers/companies from the company record? Or do you just have to manually delete?

34 minutes ago

BrookeNew Participant

asked in General questions

Chat bubble

I am trying to get in touch with someone from copper, but it looks like the chat button is down and no-one is online. Is anyone else experiencing the same?

2 days ago

GuyHNew Participant

asked in General questions

Why can I not contact Copper Billing?

To change billing I am told to use the in-app chat, but I have no idea how to do that, and there is no instruction anywhere on the Copper site that I can find.

2 days ago

patrycjadNew Participant

asked in General questions

Live Chat Help bubble

My ‘Live chat help’ bubble is gone… I have submitted a request form but it bounced back saying these inboxes are no longer monitored. I have no idea why it is gone and how to bring it back. Could someone advise? Many thanks, Patrycja

2 days ago

andrewbermudezNew Participant

asked in General questions

Changing 1-Way sync to 2-Way MailChimp Sync

I have set up 1 way sync from Copper to MailChimp, and now I want to change it to 2-way sync - but I can’t for the life of me figure out how to change it. Please help! :)

3 days ago

tfuchs.broadfuturesNew Participant

asked in General questions

Multiple "Set Reminder" prompts across emails

I am seeing multiple (10+) set reminder prompts across the top of all emails in my google workspace. Does anyone know how to correct this issue? I have attached a screenshot to help explain what I’m describing.

4 days ago

Eric StinehartNew Participant

asked in General questions

Copper Pipeline Add Column

I'm having a problem with Copper and was hoping someone could help me. I have a pipeline running and want to add a new column but can't seem to do it. Seems like it should be very simple but somehow it is not. Could someone please help me figure this out? Thank you.

4 days ago

tegandNew Participant

asked in General questions

Can I syncing emails where users and reps are cc'd?

Not all of our employees are users in Copper, but they send emails to our clients. Apart from manually clicking on the email to relate it to the company record, is there a way to automate it so that when a user is cc’d it is synced to Copper?

5 days ago

andrewbermudezNew Participant

asked in General questions

Why does editing 300 contacts take more than a day?

This morning I edited 300 contacts to add a tag, and never got a completion notification. So I ran it again 4 hours later, and still nothing. What’s up? Seems basic. Or am I being unreasonable?

6 days ago

Ruth ThompsonNew Participant

asked in General questions

Email tracker

My email tracker has stopped working. I can’t see when any clients have opened an email from me now.

6 days ago

vszarpellonNew Participant

asked in General questions

Issues with sending email through copper

Since today everytime I try to send an email through Copper I get this error:How can I solve this?

11 days ago

andrewbermudezNew Participant

asked in General questions

Why does Copper create another MailChimp Subscriber when updating a contact's email address, instead of updating the existing one?

I updated the email address of one of my contacts, and when I checked in MailChimp, Copper created a new subscriber, instead of updating the existing one.See screenshot below.This happens using the native Copper+MailChimp integration.

12 days ago

Robert SkiBum RamsayNew Participant

asked in General questions

RHS panel

When selecting a person as of today I am not getting the RHS panel with tasks etc listed. Not sure why. I am also integrated with Panda docs but this is not occupying the same space. I am getting a blank panel.

12 days ago

ZeekNew Participant

asked in General questions

Export Activites

Hello I have followed the steps to export activities using the Gmail tool. However the prosper works menu does not show up as it should? Any ides on why this is occurring would be appreciated.

13 days ago

Vinny StanecNew Participant

asked in General questions

Chrome Issue with Copper

From the Home Screen when I click on the Pipelines Tab I get nothing. Try opening in another tab and nothing but blank screen. When I open this in Firefox it works. When I open this up on another computer it works so its a local browser problem that I can’t figure out how to fix. Help Please

13 days ago

Jeff.WeissmanNew Participant

asked in General questions

Sending email

Although the “Send & Reply from Copper” is ON, I am not seeing a “Send Email” option above the Activity Log when in a person’s record on my desktop. When I pull up a person’s record, how can I quickly compose & send an email from within Copper?

16 days ago

JGrovesNew Participant

asked in General questions

Syncing with Microsoft Teams

At this point is there any way to have Copper automatically sync with Microsoft Teams? We have several clients that do 90% of their communications through Teams chat and it is difficult for my team to manually capture those activities.

17 days ago

GiliEngaged User

asked in General questions

Task related or linked to specific email

Is it possible to create a task and link an email or relate an email to that task? For example a reminder to reply to an email or a reminder to follow up on a response from client and be able to link/relate that specific email to the task

17 days ago

AndelNew Participant

asked in General questions

Customizing Pipeline Status Field

Is it possible to customize the status of pipeline opportunities beyond: Won, Lost, Abandoned? Andy

21 days ago

KimMinertNew Participant

asked in General questions

Using Copper to manage Birthdays

I’d like to pull up all the birthdays per month, to send personal cards.

26 days ago

DanThorEngaged User

asked in General questions

Duplicate Lead Detection

I don’t see a way that Copper handles duplicate leads from an import. If I import a file 1 with a bunch of leads, then file 2 with more leads and there’s some overlap, it seems I get duplicate leads. Is there a way to eliminate these duplicates? I would think there’s a way they could be auto-caught and merged or something.

26 days ago

PriyankTNew Participant

asked in General questions

How to get all emails to turn in to contact

Hi Team When I started Copper automatically made 15 contacts out of recent emails. How can we make it do to all 2000 emails? Thank you.

27 days ago

Page 1 / 12

Looking for trainings and webinars? Log in to view them!

Badge winners

Natalie from Copperhas earned the badge Copper Supporter
donbowmanhas earned the badge Silver Contributor
Copper Product Teamhas earned the badge Silver Contributor
donbowmanhas earned the badge Conversation Starter
donbowmanhas earned the badge Customer Innovator

Show all badges

Zapier 1

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Social Login

Login to the community

Social Login

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.