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General questions

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410 Topics
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410 Topics

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EdjNew Participant

asked in General questions

Can I archive a Pipeline, and/or edit its name?

I’m trying to clean up our Copper pipelines. I’d like to archive some and edit the names of others so it is clearer as we onboard new people. How can I do this?

1 year ago

brianhaenniNew Participant

asked in General questions

mass emails to People

How do I create a bulk email campaign and template to send to my People contacts?

1 year ago

brianhaenniNew Participant

asked in General questions

download Companies into spreadsheet

How do I download Companies list into a spreadsheet?

1 year ago

cae787Engaged User

asked in General questions

Can you relate a calendar event to a person without adding their email to it?

I’m a Realtor. For example, I have marked an event on my calendar for an open house I will hold. I do not want this to go on my client’s gmail calendar or have them receive an email about it, but I DO want to have it linked under related calendar events. Same thing with any calendar events related to things like option expiration, financing deadlines, closing day, or other important dates. What should I do?

1 year ago

FrankavioNew Participant

asked in General questions

Contacts Import - SMS issue

Hello everyone, I heard that you could add your mobile phone’s texts/contacts to Copper and so actual text messages with your clients could be tracked (ideally the actual content of the texts to be recorded on their Copper record, the clients). Unfortunately I’ve made a mess of it. I went to SETTINGS > SMS and clicked SMS Tracking. Then naturally I wanted Copper to have my contacts on my phone (in order to match and track). My phone contacts are about 1,650 units, and I wasn’t about to go through all of them, to figure out which contacts are part of my work. So I figured Import them all to Copper, as my contacts. Then I thought Copper would match phone numbers on Copper to my contacts and therefore recognise that it was a work text and make a record of the texts on Copper. Unfortunately it has taken all my imported contacts to become CLIENTS on Copper! Plus the texts are not recorded, just the fact that a text has been sent, and it seems the text need to be initiated from Copper app

1 year ago

AmyRNew Participant

asked in General questions

Notes visibility - I love NOTEs. Is it possible to see on Tasks and Dashboard

Ive watched a few vids and checked help but haven’t found a way to do this. Any help appreciated!!1. Can I add Notes column to Tasks?Can I add a card for Notes/Pinned notes on the dashboard?

1 year ago

bjornnormanNew Participant

asked in General questions

Adding custom fields to headers in lists

Hi,I am able to add custom fields to people records and the appear in the filter list, but I can not find a way to include them in the visible headers in the list itself. (I only see the default fields in the settings for visible columns.)For example, adding a drop-down field for people named "Progress" with stages for evaluating applicants for a hiring process where the hiring process itself is registered as a project. I can link the candidates to the project for the job and use the filter to see only the applicants for that position, but I'd like to see the current stage of each applicant in the list to quickly get an overview and easily identify and follow-up the progress of each candidate. Is it possible to add custom fields to the headers in lists and if so, how?Best regards,Bjørn Danielsen

1 year ago

KurneeshNew Participant

asked in General questions

Leads Vs People

What are the main advantages of “leads” over posting as “people” in the CRM?

1 year ago

cae787Engaged User

asked in General questions

How to link People profiles for partners and spouses

Hi there, In our demo, we spoke with our rep about the need to link profiles for partners and spouses. He mentioned there is a workaround to achieve this through linking the two profiles. One would be the primary contact (indicated by a field) and the secondary contact would be linked to them. For context, we work in real estate there are two reasons we have to make this work. First, more often than not, we work with a husband and wife when they buy or sell a home. The client is two people with two email addresses. Both are equally important. Both will have activity logged. Both need to be tied to the pipeline in one way or another. Second, when we have email and mail marketing campaigns, we need to pull data in two distinct ways. For email, it is relatively straightforward with the individual profiles. But, when we do mail campaigns, it is important to differentiate between a primary and secondary contact so that we do not send duplicate postcards to one house. The plan is to pull d

1 year ago

DawnTPNNew Participant

asked in General questions

Relating a person to 2 companies

Morning, I’m having an issue relating a person to a company (she doesn’t come up when I start to type her name in but she is definitely already entered). I’m wondering if it has to do with the fact that she is already related to another company. The end goal is to have her related to 2 companies since they are both hers. Can a person be related to 2 companies? If so, why might I be having issues relating her to the newer one? Thanks in advance!

1 year ago

JordanIBEngaged User

asked in General questions

Filtering by Date - Last X Days

Is there any way to filter off a date field by “Last 30 Days” or something similar? The default options of Last Month or Last Week don’t quite work for this. Nor do exact date ranges. If this ability does not exist, is there a workaround? I would also request that it be added to the default filtering options!

1 year ago

cae787Engaged User

asked in General questions

Can you import or copy/paste entries for multiple dropdown selections in custom field?

I have 93 options for a dropdown custom field. I have tried copy/pasting them in, but the entires are on a single line. I see that 500 options are available, but there has to be an easy way to import that information. For context, the dropdown will feature 93 options for neighborhoods on the people record. We work in real estate and neighborhoods can be very granular.

1 year ago

nutrigardens123New Participant

asked in General questions

Email template first name field not changing

Hello, I cannot seem to make my template auto-fill the first name in my Copper emails. Any advice?

1 year ago

EliNew Participant

asked in General questions

Filters

I see I cannot add multiple filters in different records.When I change the record then the filter change again and is not accumulating the information filtered before. I really need this option!!!! This is VERY IMPORTANT! My previous CRM had this option and for my business is indispensable. Do you think you can work on it?How can I see your answers? Thank you!

1 year ago

sirflorisNew Participant

asked in General questions

Email template automatically gets inserted below my signature

As the title already says; every time I add an email template to the email i’m writing, it automatically is inserted at the bottom of the email (below my signature). Before this wasn’t the case. It changed after I added one more template to my copper templates. Has someone any tips to solve this?

1 year ago

GamingSquadEngaged User

asked in General questions

System update filter

I’ve asked before. Is there a way to permanently turn this filter off? Its useless to me but every time I turn it off the system turns it back on again.

1 year ago

fromaz12New Participant

asked in General questions

Email Sync

How often does Copper “sync” email? i.e. once per hour? once per day? etc.

1 year ago

JodiEngaged User

asked in General questions

Activity log choices - how to add more dropdowns?

My Sales team do demonstrations of our software, we are wanting to track how many demonstrations they do per time period, but would also like to also build a report that shows how many demonstrations we have done for a potential customer. I thought of adding Demonstration (Demo) to the Log Activity dropdown, but I don’t see that ability, which leads me to think those are just standard selections only. Ideas how to track demonstrations separate from other meetings we have with them, then I think I can pull it into my activity insight (hopefully).

1 year ago

fromaz12New Participant

asked in General questions

Can I attach a file (document) to a contact?

Wondering if there is a way to attach a file to a contact record?

1 year ago

sdkrasmanNew Participant

asked in General questions

Can't view contents of other emails?

Does anyone know how to fix not being able to see the contents of emails from other reps? I can’t seem to view them despite being added as a Sales Manager.

1 year ago

GuidoNew Participant

asked in General questions

Gmail interface email details automation

Hi all, I love Copper, I think it’s an amazing tool.But somewtimes I think the IT guys get a little bored and start doing things for real time people they have no experience in like ….… causing the sytem in Gamil to ALWAYS GO TO EMAIL DETAILS. This instantly moves my focus and vision, it takes me away AND ther is no BACK BUTTON??I’m really really disliking this feature. I did ask about it some time ago and was told ‘it’s a feature, we’re not changin it’ .. really? Is there any work around or feature to turn this ON or OFF?Would love a change in this department ONLY - everything else for me is excellent :-)

1 year ago

CoachJoeNew Participant

asked in General questions

I want to add seats to my subscription but getting reseller error

First I went to my billing page to add 2-seats and found thisThis Copper account is managed by your reseller.For billing information and to make changes to your subscription (change plan type, add/remove seats), please contact your reseller directly:I purchased my subscription directly when this was Prosperworks. I am not aware of any reseller.Second,I tried to reach support via the chat app to address this 48 hours ago and have not heard anything back. What do I need to do to get this done?

1 year ago

blueivypartnersNew Participant

asked in General questions

Email template first name field not changing for bulk email campaign

I have used bulk email campaigns before and have the #First Name field set, but when I check them before sending, the name of the first contact in the bulk email is being used for every email. I need a fix. Is this a bug because it worked correctly before.

1 year ago

ptc22New Participant

asked in General questions

Schedule bulk emails

How can I schedule bulk emails to send later (at a specific time/date)? I’ve tried doing it through Copper and through Gmail but neither seems to work.

1 year ago

Lori KEngaged User

asked in General questions

Work History on Person Account

I am helping a recruiting firm set up their CRM on Copper and one of their requirements is to gather a person’s work history. Knowing that people can have multiple jobs in their work history, I would like to ask how to easily add a work history without having to create hardcoded fields like “Former Job Title 1”, and “Former Job Title 2”. There are also other information to collect for each work history such as salary and employer. In other CRMs, a person’s work history would be connected to a table with dedicated fields for work history and tied to a person/contact record.https://support.copper.com/hc/en-us/articles/360001900948-Best-Practices-for-Recruiting-Firms -- This article from Copper talks about best practices for recruiting firms, it mentions “Work History” as a field to collect on a Person’s account, I wanted to get more clarity on what that looks like on a person’s account and how to incrementally add work histories as time goes on. Please advise, thanks!Lori

1 year ago

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