Share your questions so we can make your life a little easier.
- 346 Topics
- 842 Replies
I’d like to take about 500 people who already exist in Copper as leads but move them to a new pipeline. In other words, all 500 people already exist as people in Copper, but I want to put them in a new pipeline. Can this be done in bulk? I can’t seem to figure out a way to add opportunities outside of creating a new one or importing a list. If I imported a list, would these records duplicate? Thanks for your help!
We have some standard fields such as Lead Status (we don’t use Leads section) and some Custom Fields which do not populate from say People to Company even though under Custom Fields I have made them visible under both. Is this a glitch? If not, how do I get them to interconnect?
¿Existe una manera de ordenar mis plantillas de correo electrónico?Me gustaría elegir yo el orden en la pantalla, y ya sería mucho mejor la posibilidad de agruparlas en carpetas, pues tengo plantillas para clientes, plantillas para prospectos, plantillas por producto, etc.Gracias!
Tras un filtrado en “Personas”, quiero asignar a varias de ellas una etiqueta.Hago clic en varias de ellas (casilla de la izquierda) y las selecciono, y a la derecha las edito, asignando la etiqueta elegida. Luego guardo los cambios…..….y desgraciadamente no funciona, las etiquetas no aparecen en las personas seleccionadas.¿Qué puedo hacer al respecto?
I use an external app for managing many work related tasks that are not sales / project related. If I could have private tasks, I could see myself getting rid of that external app and managing all of my work items within Copper. Not sure if this is possible. Thanks!
Hi Everyone, I would like to know how does the “Reply Email” feature works because I’ve been in some meetings where an admin can see the reply button and another admin cannot. Does this feature depends if you are within the recipients? Can I reply only if I am the owner of the opportunity? Can an admin always reply even tho he/she is not part of the recipients? Thank you!
We have multiple leads with one client as one client has multiple locations, so we always have unqualified/qualified/refining and nurturing leads with them. Therefore we need to track leads both by company and person at that company. How is this done in copper? If we just put in a company name or person’s name and create a new lead each time it gets really redundant and messy fast.
I previously sent a bulk email to a group of leads and I want to send a follow up email to those who opened the email. We recently upgraded and I tried to do this via email sequences but it doesn’t seem possible. Is there a way to do this via filtering or a way to export a list of leads who have opened a specific email (that was sent as a bulk email not a sequence)?
Hello! I’ve really been enjoying copper, but “won,” “lost,” etc aren’t applicable to the types of opportunities I’m setting up (I do virtual events and they aren’t really “won” within this context). I can’t seem to figure out how to do this. Is there a way to customize or hide these?
We want to align the ownership of opportunities with the owner of that company. Say for company ABC, there are 2 different open opportunities. One is by Copper user Jane Doe and the other is by Copper user Jim Smith. We want the designated Copper owner of company ABC to be the owner of all the opportunities affiliated with company ABC. Other than going through each individual company in Copper and opening up each separate opportunity to see who the owner is, is there a way to run that data into a report?
In Gmail when you click the copper button to relate an email to a customer, if you have multiple name matches, is the one you want listed at the top?At the moment if I have 3 joe bloggs match i have no way of knowing which one i should relate the email too.Many thanks
Like many companies these days, we’re putting on virtual events and are trying to understand how best to log attendances in Copper to make it easiest to:Log them (e.g. batch logging required), and Analyze them over time (e.g. see who might be dropping off)I’ve tried a few options:Multi-select Custom Field. The problem: non-admins cannot add new values, so they’re having to ask Admins everytime a new event needs added (this is often). Poor solution: make them admins + give them access to way more than necessary (including emails between CEO + board members). Setup events as Projects. The problem: can’t filter the People directory based on projects.This seems like a critical feature of an app built around building relationships, but I’m struggling to see the best way to do this.How does the Copper team log their own customers when someone attends a webinar, for example?
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/ for an other CRM. This was an amazing tool. I think it would be important to have something similar for copper..
When I click on the copper add-on icon from gmail it opens panel that says…Welcome to Copper CRM Add-on for Gmail.Lightweight version of our CRM. Works with the Android Gmail App. Works across multiple browsers. [Continue with Google]but when I click on [Continue with Google] button, it comes back with message…app.copper.com is currently unable to handle this request. HTTP ERROR 500Any advice on how to resolve this?
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 be qualified Either the lead is marked as junk lead or converted to an opportunity from where our sales team follows up and continues the processOn this portion, I feel pretty comfortable. We also get referrals from other contractors / vendors that we work with and also referrals from previous customers. As an internal policy, we don’t go through qualifying these customers because of how they’ve reached us. These are created as opportunities right away and we go through our sales process.My questions / doubts are:Should I be creating these as leads at first? And then converting to opportunities to get better / more accurate reporting? Am I doing myself / my team a disservice by not actually
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