General questions

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

  • 574 Topics
  • 1,193 Replies

574 Topics

N
nickvNew Participant
asked in General questions

When will the Copper CRM add-on for Google Workspace be back online?

Hi Team,I’m a big fan of the add -on for the workspace, most inconvenient that it is down. When can we expect this to be back online?cheersnick 

1
Michelle from Copper
Copper Employee
1 year ago
T
tina likes tacosNew Participant
asked in General questions

Preventing Copper from relating Gmail marked confidential

Hello-- I’m a new user.Is it possible to prevent certain email and events from being related to a People, Company or Opportunity in Copper? I am seeing a lot of emails for a company that I believe are meant to be confidential. Before I present this concern to my COO, I would like to understand why this is happening and if there is a way to prevent it. Thank you.

2
D
1 year ago
C
CarolineNew Participant
asked in General questions

How to unsuscribe from Copper ?

I would like to unsuscribe from Copper and can’t find a link to delete my account. How can I do it ? Thanks in advance

1
Michelle from Copper
Copper Employee
1 year ago
R
Rob Jones at ASEEngaged User
asked in General questions

Issues surrounding the Primary Contact for an Opportunity

So, we have a pipeline which tracks a course at our college through an ‘academic pipeline’. The Course is an Opportunity Record, The Tutor for that Course is the Primary Contact, and then the students on that Course are Related Person Records.Two issues have come up:We have Courses that are co-taught, and so ideally would have two Primary Contacts. Some of our organisation’s staff (including myself) also act as Tutors on Courses, but we do not appear as Person Records, and so can’t be added as Primary Contacts.Does anyone have any suggestions as to how we might resolve these issues?

4
R
1 year ago
S
Sales reps everywhereNew Participant
asked in General questions

Team Visibility Settings Issues

Copper does not allow regular users, (i.e. non-system admins such as junior sales reps), to mass upload a CSV. list of prospects. This feature is only available to system admins. Non-system admins also cannot access the “new” reports feature, so they have no access to their activity logs, meetings booked, etc. The only available option is to either make junior reps system admins (giving junior reps full access and the potential of accounts being deleted, or altered, etc.) OR to limit their ability to only view accounts that they are the Owner for.  The second option to limit their ability is also a terrible solution because they won’t be able to see if an Account is already in the system, or if the account is under someone else’s ownership. This limitation will result in duplicate accounts being added to the system along with other issues. How is one supposed to cross-reference anything. What is the point of the “teams & visibility” settings? As of right now, it’s either I make all

3
Michelle from Copper
Copper Employee
1 year ago
A
ARCOInspirational User
asked in General questions

Why don't some email addresses show up in list view?

I went to send a bulk email of archived opportunities, and some of the primary contact’s email addresses were not showing up in the list view...but when I checked their profile page, their email does show up… I need these emails to go out, but will they? Thanks!!

10
A
1 year ago
J
JaneNew Participant
asked in General questions

Filter - Min & Max

How do I select a price range on Copper? I  want to select buyer from R3 mil to R5 mil, however each option (min and max) has a min and max amount, how does this work, I have tried everything and it keeps pulling up the incorrect buyer pool. 

1
Michelle from Copper
Copper Employee
1 year ago
A
andrewbermudezEngaged User
asked in General questions

Why aren't Copper reports unavailable via iPad Safari Browser or Chrome Browser?

I can never access Copper Reports on the Desktop mode of the browser either using Safari or Chrome. Why? Below is a screenshot of the message I get. I’d love not having to go to my workstation to see how our team is performing.  

1
Michelle from Copper
Copper Employee
1 year ago
D
DavinNew Participant
asked in General questions

Importing new AND current People records

I recently attended a conference and wish to upload the attendee list to our database. The attendee list, which is in CSV format, has each individual’s name, company name, and position title. It does not include their emails. Some of the individuals are in our database, others are not. What is the most efficient way to:Import the records I have in the spreadsheet/update existing records in Copper without creating duplicates, especially considering that I do not have emails associated with each record in the spreadsheet? Tag all of the individuals on the spreadsheet without overwriting their existing tags?I believe this would require identifying who is currently in our database, exporting that list, and cross-checking the exported records with the CSV spreadsheet, but that seems rather cumbersome. What is the best way to go about doing this?Thank you.

2
D
1 year ago
V
VINIVEngaged User
asked in General questions

Creating a product and a price

Hi Copper, can I create a list of products and associate a price to each product in my Opportunities? My business is structured so that I have a series of base packages, for example:  Premium - 100 eurosElite - 500 eurosExclusive- 1000 eurosIn addition, I have a number of additional “options” that can be added to the product packages and that also have an associated cost, for example:Private label - 50 euros Personalized wine corks - 25 eurs Personalized wood cases - 75 eurosWhen I create an opportunity, I would like to be able to select the base package and have the associated price show up in the opportunity “value”. And if I add options, that those additional prices get added to the total value.Is this possible, and if so, how do I go about setting this up? I’ve used other CRM systems in the past where it was possible to create a product and the associated price, but I don’t seem to find this on Copper, which complicates our sales reports and reducing errors related to manual inputt

1
Michelle from Copper
Copper Employee
1 year ago
A
Alan ReidNew Participant
asked in General questions

Team definition?

Can I use multiple emails?  Do team members have to have the same email url? 

1
Michelle from Copper
Copper Employee
1 year ago
N
NishEngaged User
asked in General questions

Copper to Google contacts

Any idea how much time does it take to update contacts in Google from Copper. Its been over 3 hours but the label is still not showing up?

2
Michelle from Copper
Copper Employee
1 year ago
E
Erik WochokNew Participant
asked in General questions

Adding a file using Link to Google Drive

HELP!!!!My Copper Account was set up for me in my new job and I was able to add files by linking to Google Drive. I updated some of my Google account settings on my phone to be able to utilize Copper on my phone but I still couldn’t use Copper on my phone to upload from Google Drive. I can’t remember which settings were updated but now I can’t upload files by linking to Google Drive. I can upload documents by using upload from my computer but I would rather Link to Google Drive.Any assistance is greatly appreciated. Thanks,Erik

4
Michelle from Copper
Copper Employee
1 year ago
M
MikeP_OutlookGardensNew Participant
asked in General questions

Default lead status - NEW

I can filter on leads by create-date.I have leads that are set to status = NEW … and have been for many months.It seems NEW is not very meaningful.  Is there a strong reason I am missing to have a status = NEW, versus defaulting all new creates to UNQUALIFIED?Is it possible to mask/hide a default status?Thanks in advance for any insights! 

3
M
1 year ago
A
Antoine CôtéNew Participant
asked in General questions

Projects - Customize columns headers

Why can’t we add columns in the project section that are related to custom fields? We can’t do the same thing than with the People, companies or opoprtunities. Please advise? Somehow, we can only select a few built-in columns. Thanks for your help

3
Michelle from Copper
Copper Employee
1 year ago
C
cae787Engaged User
asked in General questions

Can you filter by zip code in People records?

I work in real estate and will need to be able to filter clients by the zip code they live in. For instance, I am working with a buyer who exclusively wants to buy a house in 90210. I have sold a bunch of houses there over the years and want to contact some past clients who may be tempted to sell. The easiest way to pull that list would be to filter by the zip code stored under address.  Is that possible? If the address field is not filterable, the workaround I have planned is to create a custom text field for zip code that would exist in addition to the zip stored under the standard address field. Thoughts?

5
Michelle from Copper
Copper Employee
1 year ago
M
mkmNew Participant
asked in General questions

Create a unique Project ID Number

Currently there is a 7 digit number code that’s associated with each project. The number has no logical association with the project and I would like to be able to create a unique project number that automatically generates with each project creation. I am hoping to use this unique ID for all my google drive, folder, file, invoice structures.

16
Michelle from Copper
Copper Employee
1 year ago
N
NishEngaged User
asked in General questions

Email are not syncing with Gmail (any idea)

Our company has GSuite workspace but our email are not syncing properly even though everyone has extension and their setting has Sync on for their emails (Copper is not replying on time lately, So had to post my doubt here) Any help would be appreciated on this please! Thanks

3
Michelle from Copper
Copper Employee
1 year ago
C
curtbrianNew Participant
asked in General questions

Problem importing opportunities

Hi I used the template Copper provides for importing opportunites.  It worked to some degree, but “last contacted” “interactions” and “inactive days” “email” and other fields did not import and I had that info on my spreadsheet So my question is: Why is some data importing but some not? I attached a screenshot of what I am seeing and the actual spreadsheet I used Curt 

1
Michelle from Copper
Copper Employee
1 year ago
Z
ZFulkersonNew Participant
asked in General questions

Can't access company's pipeline

My company sent me an invite link. I clicked the link and followed along through the process of what I thought was signing up. But now I’m in my own empty pipeline under my own “company” with no way to access the company I work for’s CRM. I am so confused. Any help would be appreciated. 

3
Michelle from Copper
Copper Employee
1 year ago
E
ElieshaList views beta tester
asked in General questions

Importing People to an Opportunity

I see that his has already been asked, but the comments were closed on the original post and I would like more clarification. The chat function on Copper doesn’t seem to be working right now, so I’m reaching out here. I want to confirm that once I create an Opportunity or Pipeline, that I cannot then import people who are already in Copper into that pipeline? Do I have to add them manually one by one?Thank you.

5
Michelle from Copper
Copper Employee
1 year ago
M
mandmoh13New Participant
asked in General questions

Moving Columns - company name as first column in Leads list view

On LEADS I would like the first column to be Company but it keeps defaulting to First Name. How can I change that?  It seems that First Name is fixed and I cannot drag it or customize it. 

5
Michelle from Copper
Copper Employee
1 year ago
A
AndelNew Participant
asked in General questions

Email tracking of emails

How do you look at if emails sent by team members have been opened? Andy 

1
Michelle from Copper
Copper Employee
1 year ago
R
ronwoodNew Participant
posted in General questions

Google contact integration - is it two way sync?

I am in the trial for Copper. I do not want to waste too much time without understanding the Google Contacts sync in more detail. Can someone tell me if the current GC integration is two way?

1
Michelle from Copper
Copper Employee
1 year ago
R
RebeccaBEngaged User
asked in General questions

Duplicate Tasks

Wanted to Ask a question on a related thread, but it’s been closed for comment.  Here is the answer in the closed thread on how one might go about creating duplicate tasks: _________________While not a native feature, there'd definitely be a way to do this via Workflow Automation.You could create say a "checkbox" field on a task called "Duplicate" (or you can use a tag on the task if you'd prefer), and then you'd set up in Workflow Automation, a trigger for when that duplicate checkbox is checked (When a specific field is updated on a Task), to create a task, using variables from the first task to pull over each field you want duplicated over.You can find the variables you'd use on this page here:https://support.copper.com/hc/en-us/articles/360014085894-Automating-your-Account-with-Workflow-AutomationHope that helps point you in the right direction!Curious what use-case specifically you find yourself having to regular duplicate tasks? I’ve set this up, but my new duplicate tasks are ju

1
Michelle from Copper
Copper Employee
1 year ago

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