General questions

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

  • 577 Topics
  • 1,194 Replies

577 Topics

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
2 years 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
2 years 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
2 years ago
S
SethDEngaged User
asked in General questions

Email Best Practice when People Leave/Change Companies

Hi All, How do folks handle email addresses when a person leaves a company or changes orgs? It seems to make sense from a historical records perspective to keep existing (obsolete) email addresses in a People record so Activity associated with that address remains. However, we’d like avoid confusion internally about which email address to use when communicating with our people. As an aside, with people in certain industries changing jobs regularly, our People records have started to accumulate quite a few email address! Thanks,Seth

3
Michelle from Copper
Copper Employee
2 years ago
A
andrewbermudezEngaged User
asked in General questions

Filter Opportunities by Win Percentage %

I want to create a filter to create a view of the opportunities my sales reps have with a 70-90% Win Percentage. That way they can focus on following up on the opportunities with the highest percentage of closing. How do I do this?

1
Michelle from Copper
Copper Employee
2 years ago
Jodi
JodiEngaged User
asked in General questions

Email Templates merge fields not working in Gmail

We are working on creating an email Template that has merge fields. When we test it from Copper it displays the fields and sends the email with the details correctly. However, when we use the Gmail Chrome extension to send and email using the Copper email template it does not pick up details of the merge fields (we were replaying to an email). Does merge fields not work if sending emails from Gmail? 

1
Michelle from Copper
Copper Employee
2 years ago
W
WimpieNew Participant
asked in General questions

Update Contacts

Hello, Doing research on the best tool to work with contacts for a customer.Use Case:The customer has a google webform where his clients can subscribe for events. The customer then wants to use the contact information for future mailings. I see we can import and update contacts with copper. However if I use tags that represent the activity the client attended, and I import the tag, then all previous tags are overwritten instead of added.Is there a better way to work with this? 

1
Michelle from Copper
Copper Employee
2 years ago
L
LexieNew Participant
asked in General questions

Modifying a Opportunity Card Field after Created?

Hello Copper Community ,I am wondering, once a field is created, is it possible to MODIFY later ?At this time, within the Opportunities -> Fields, once something is manually created, I am not able to change the field's values.Example: I created a "Referral to" category and added our team members' names. However, can i go back into it at a later point to add names as our team grows? At the moment i cannot Click on it to edit. Thank you for your help,Lexie  

1
Michelle from Copper
Copper Employee
2 years ago
P
pjdNew Participant
asked in General questions

Relate Email On Send

Is it possible to relate an email to a Project or Opportunity on send?I may have a contact that is related to multiple projects/opportunities but I only want the email to relate to a specific project/opportunity, preferably on send so that I do not have to back into the sent folder and relate to the project/opportunity from there.

1
Michelle from Copper
Copper Employee
2 years ago
L
Lori MurphyNew Participant
asked in General questions

Reworking our pipeline

We have realized that having multiple pipelines for different stages of our sales progression is not working and would like to combine stages into one pipeline. What is the best way to make those changes and how does it affect our client data?

1
Michelle from Copper
Copper Employee
2 years ago
S
SethDEngaged User
asked in General questions

Exporting People associated with tagged Companies

Hello Forum,Our company would like to export a list of all people associated with companies that are tagged with a specific automotive standard. The people themselves may not share this specific tag with the companies for which they work (nor do necessarily want them to). Is there a simple way to do this in one fell swoop without exporting people company by company?Thank you,Seth

2
S
2 years ago
M
Mike LangleyNew Participant
asked in General questions

Can you restrict 'related' emails to just those about a project?

When looking at a project overview, the related emails displayed are those involving the contacts in ‘People’, rather than just those related to that particular project.My question is, is there a way to restrict this view to only show those emails whose subject contain a specific string, or even just those than have been manually ‘related’ to the project?

1
Michelle from Copper
Copper Employee
2 years ago
N
Nicole INew Participant
asked in General questions

People Import Data not coming through

I had some incomplete people in Copper. I ran a CSV file with all the complete info. I was assuming that all info on the CSV would populate the incomplete people making the file complete. Do I have to go in and put in all info manually once there is a record in Copper?

1
Michelle from Copper
Copper Employee
2 years ago
L
laura.earthscapeplayNew Participant
asked in General questions

Field to track previous company for a person

We’d love a field that allows us to record multiple ‘former companies’ for a person.  Our ‘people’ often move from one company to another.  Currently we keep track of a person’s former company (previous employer) in ‘description’ but it would be helpful to have a linked field to ‘former company’.

5
L
2 years ago
B
BC AdminNew Participant
asked in General questions

Questions - Best Practices for Pipelines, Tracking, Pinning etc.

I am working with a client and trying to customize Copper for their needs: They are a lobbyist with contractors around the country and he doesn't use the pipeline to reflect revenue.  What we need is to be able to: 1.  Example - track mini campaigns - legislative meetings, messaging, campaign plans, etc.  What's the best way to set this up without duplication of tasks in Projects?   2.  Example - if someone creates a "Pinned Note" - only the person that created it can change it.  Sometimes another contractor needs to update that note.  How can they do that without copying/pasting and deleting the previous note? 3.  Example - since he is not using the Pipeline to track revenue, is that the best place to build out Onboarding clients, prospective clients, etc? 4.  Example - several different clients have specific needs they want met by a government agency.  What's the best way to create the agency and track the client's needs, progress, etc. and be able to link it back to each specific cl

1
Michelle from Copper
Copper Employee
2 years ago
S
seanhNew Participant
asked in General questions

Can the Create Date be edited after an Opportunity is created?

Sometimes, a day or 2 goes by before logging a new Opportunity.  I really want the Created Date to be accurate, especially if I’m creating the Opportunity on 4/1, when it really came in on March 31 -- the incorrect date screws up monthly reporting. Is there anyway to edit the Created Date after the Opportunity has been created? Thanks!Sean

1
Michelle from Copper
Copper Employee
2 years ago
C
CentraDaveNew Participant
asked in General questions

Tracking Snail Mail 'Activity'

We are looking to starting a Snail Mail (you know - sending an actual piece of paper to people ) campaign to some of our contacts. I can see how to download the contacts to create the Mail Merge and send the Snail Mail.  But I cannot see how to upload this ‘Activity’ back into Copper - so we can keep track of when we sent the last mailing. Any thoughts or best practices? Thanks in advance.  - Dave

1
Michelle from Copper
Copper Employee
2 years ago
A
ARCOInspirational User
asked in General questions

Can I import opportunities once a week?

We use another software to start our request for proposals. Right now I take some of that information and manually create an opportunity in Copper. Sometimes the company and main contact already exist in Copper, sometimes they are new. But I still do this manually, is there a way I can import the data once a week into Copper?

2
A
2 years ago
T
TammymilesEngaged User
asked in General questions

Importing Person Updates to Existing Record

Hi There,We use mailchimp for our email marketing and we often hold webinars and registration type of events.  That data sits in Mailchimp with tags.   I don’t know of a way to import tags from Mailchimp (tried Outfunnel and it only imports from Copper to MC) so I tried to import a CSV matching to the copper email and the new tag.  I only had 2 columns, email and tag.Thank god for the revert option.  I imported the record with the tag but it cleared the names with email prefixes and reverted the contact type to uncategorized!!Is there a safe way to do this?I followed the instructions to the letter.  Nowhere did it caution you that by importing without all the existing info from Copper, that the new import with overwrite and wipe out data.   I chose match to email and update.

5
R
2 years ago
C
cae787Engaged User
asked in General questions

Why are custom reminder times for tasks limited to 30 minute increments?

I must be missing something. Why can I only create reminders in 30 minute increments for a task? If there is an option for “custom,” should I not be able to customize the time? In the below example, I have a task that is due at 1PM. I would like a reminder 5 minutes before to get it done. Why can I not do this?  ALSO -- I am unclear if this reminder will be an email notification or a ping notification on my phone (which is what I want).   

3
A
Copper Employee
2 years ago
P
PjgareaNew Participant
asked in General questions

Career Updates in Copper

Is there a way to follow a contacts career changes in copper instead of deleting or completely updating the contact? It would be a good idea to have this evolution in there. 

3
A
Copper Employee
2 years ago
S
samrmEngaged User
asked in General questions

Last Contacted column header

What data/actions are the “Last Contacted” column header based on?One of my colleagues recently emailed a Contact that is associated with an Opportunity card, but the “Last Contacted” date still shows a date from 2020. This impacts the ability to order Opportunities accurately in the “List View”.Also, I cannot view her email in the Activity Feed associated with that Contact (it doesn’t even appear as “Locked”). Help/advice would be much appreciated!

1
Michelle from Copper
Copper Employee
2 years ago
S
ShayWrightNew Participant
asked in General questions

Can I add a cc'd email address as a lead and if so, how?

We get referrals from either our Customer Care team or from other customers.  From: third party or Customer CareTo: the person we would like to capture cc: the sales person.   Will Copper detect the To: address and the message we are cc’d on so we can save the person as a Lead?    

1
Michelle from Copper
Copper Employee
2 years ago
B
blueivypartnersNew Participant
asked in General questions

New contacts are Followed by default - how to turn off?

When we add a new contact, they are “Followed” by default.  This creates too many contacts that we follow.  We use “Followed Contacts” as key people, and don’t want to “Follow” every contact by default.  Can you switch the default to “Not Followed”?

1
Michelle from Copper
Copper Employee
2 years ago
B
BEatrizNew Participant
asked in General questions

Exporting Opp and Pipelines workflow

Hello. WE have been using Copper for serval years. Right now we would like to refresh the automation of it. We want to review the pipelines workflow and star over. we dont need the opportunities from the past but we dont want to loose the information either.LEads and People will stay, but Opportunities attached to them will disappear and I need a back up. Also workflow automation will disappear but I want a back up (not only turn them off, I want them off the system)How can I do this?

1
Michelle from Copper
Copper Employee
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings