General questions

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

  • 439 Topics
  • 1,054 Replies

439 Topics

A
AlextNew Participant
asked in General questions

Is it possible to have private tasks?

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!

2
Michelle from Copper
Copper Employee
1 year ago
J
JoseNew Participant
asked in General questions

When does Copper shows the 'Reply Email' option?

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!

3
Michelle from Copper
Copper Employee
1 year ago
P
PlanthropyNew Participant
asked in General questions

Is there a way to add attachments to tasks?

Hello, We work with a lot of files. To help eliminate going back through several emails per client, we are wondering if there is a way to add attachments/files to tasks? 

1
Michelle from Copper
Copper Employee
1 year ago
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Allison WNew Participant
asked in General questions

Bulk email cc/bcc

When doing a bulk email campaign, is there any way to cc or bcc someone on an individual email?

3
Michelle from Copper
Copper Employee
1 year ago
D
DuaneEngaged User
asked in General questions

Can you Lookup a Company or when inputting a lead

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.

8
Nickie from Copper
Copper Employee
1 year ago
C
Catherine WoodcockNew Participant
asked in General questions

Bulk Emails with Attachment's

When sending out bulk emails - how can I attach something? for example a flyer as a PDF

1
Michelle from Copper
Copper Employee
1 year ago
L
LindseyNew Participant
asked in General questions

How can I export a list of all leads that opened an email?

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)?

1
Michelle from Copper
Copper Employee
1 year ago
L
lucillexoxo
asked in General questions

How do I change/hide opportunity status?

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?

1
Michelle from Copper
Copper Employee
1 year ago
S
StephanieEngaged User
asked in General questions

Copper icon / Gmail with Split View

Hello everyone,The Copper icon to relate an email to an opportunity is not visible when using Gmail split view. We need to open the email in a new window to access it. Is there a faster way while using split view?Thank you.

1
Michelle from Copper
Copper Employee
1 year ago
J
Jennifer ScerboEngaged User
asked in General questions

Simple way to filter the owner of a company and its corresponding opportunities

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?

3
Michelle from Copper
Copper Employee
1 year ago
G
GamingSquadEngaged User
asked in General questions

Which one should I relate the email too?

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

2
G
1 year ago
A
AnnickNew Participant
asked in General questions

Hide a custom field for a team

Hi!We added a ‘’Commission’’ field to opportunities for all pipelines, but we would like to hide it from all teams except the admin one. Is there a way I can do this? Thanks! 

2
A
1 year ago
B
brianrkingNew Participant
asked in General questions

How do I export notes I've created for my clients?

I’ve been able to export people data into an excel spreadsheet but can’t figure out how to export notes I’ve created. 

1
Kevin from Copper
Copper Employee
1 year ago
P
parterburnNew Participant
asked in General questions

What's the recommended approach for logging event attendances?

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?

1
Natalie from Copper
Copper Employee
1 year ago
Raphael
RaphaelNew Participant
asked in General questions

Find Duplicates

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..

1
Alyssa from Copper
Copper Employee
1 year ago
S
suesutcliffeNew Participant
asked in General questions

app.copper.com is currently unable to handle this request. HTTP ERROR 500

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?   

2
Kevin from Copper
Copper Employee
1 year ago
J
jackhinsonNew Participant
asked in General questions

Import VCF Card

Has anyone found an easy way to add individual vcf’s into copper? 

0
J
1 year ago
A
AlextNew Participant
asked in General questions

Best practices for leads / opportunities?

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

1
alex
1 year ago
Ken from Copper
Copper Employee
Ken from CopperVP of Customer Success
posted in General questions

Customize to your heart's content!

One of the things that makes Copper so popular is its flexibility – it’s simple to customize your experience without needing special permissions, an outside consultant, or to learn how to code. You can easily customize Copper yourself in various ways:Creating custom list views to help filter down results quickly Creating custom Pipelines depending on your responsibilities, from sales to recruitment to business development and more Customizing your dashboard to fit your daily routineNeed more help with customization? You can always join our Live Ask-an-Expert session every Thursday at 9:30am PST.

3
B
1 year ago
E
earlofclerkenwellNew Participant
asked in General questions

Adding a secondary owner to an opportunity

Hi Id like to add a secondary owner to the opportunities in our CRM. Currently to add a (primary ) owner i have a drop down list with the sales teams’ names populated. Id like to be able to do the same for the secondary owner. I have worked out how to add the field but cannot work out how to add the drop down list with the names on it. help please

3
Michelle from Copper
Copper Employee
1 year ago
D
DawnTPNNew Participant
asked in General questions

Creating multiple owners for opp

I would like to assign 2 owners for one opportunity. Is this possible?

1
Evan from Copper
Copper Employee
1 year ago
S
Shadow RiderEngaged User
asked in General questions

Can admins view all email history and search history?

Does Copper admin view all Gmail account emails even personal or just copper contact emails?  2) Does Copper chrome extension reveal search history to admin also? What is full scope of “tracking”?

11
S
1 year ago
G
geoffNew Participant
asked in General questions

Project "subtasks" populating out of order

We are using subtasks to standardize workflows using project templates.Naturally, you’d want the workflow to fall in the order you input it as a subtask.We have found that the subtasks do not always record in the order input into the task.Sometimes the subtasks do behave appropriately, most times not.We spend a lot of time re-attempting to populate subtasks in the correct order.Here’s what it looks like:Prior to closing task:Upon re-opening task:See how #9 populates to the top?We’ve found that sometimes if we attempt, re-attempt, and re-attempt, sometimes it populates correctly to the bottom

2
Andrea from Copper
Copper Employee
1 year ago
D
DawnTPNNew Participant
asked in General questions

"Viewed by null"

Under “Email Activity,” Why might I be getting “viewed by null” rather than the individuals email address who opened it?

1
Kevin from Copper
Copper Employee
1 year ago
S
SIvoryNew Participant
asked in General questions

Webinar signup - Put the relationship back into your CRM - July 22 2021

Put the relationship back into your CRM Thursday, July 22nd, 2pm ET  HOW DO I SIGN UP FOR THIS ONE?  The Copper CRM platform is a key part of this top agent’s tech stack. Get a look inside to see how it works and why this CRM can be the differentiator for your business. Learn about the variety of integrations that make Copper a cornerstone of your solutions. Get best practices from a top agent on how to stay top of mind with a personal touch.

2
S
1 year ago

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