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General questions

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406 Topics
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406 Topics

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ethanmccNew Participant

asked in General questions

Can I restrict access to a pipeline to a handful of people?

We have five people with licenses ...but I only want three of them to be able to see a specific pipeline (we’re using it to track job applicants.) Possible?

1 year ago

mmajlufNew Participant

posted in General questions

Copper Search Engine

I have noticed that Copper search engine had some problem identifying similar patterns when I search some terms that are identically the same. For example when I search the word GO SHOP It throw me some results, but when I do with the term without capital letters It throws other results. What I expect to happen is that those differents term could give me the same number of results. The big problem is that when I write the terms the algorythm decide which to show me. When people in the company I work creates oportunities, they don´t find the original company and creat several times de same company with the same fields.

1 year ago

Matt HortonNew Participant

asked in General questions

Segmentation For Marketing/Nurturing Process

Hello All,I was wondering what my fellow Copper users are currently doing to best segment their customers for marketing and email nurturing purposes inside the Copper platform? I’m not a marketing or technical guru, but we’re struggling with best practices and efficiency of how to do this. Please bear with my ramblings. We currently utilize Mailchimp and will be connecting that to Copper and Outfunnel. This should allow us to segment with greater detail, but are there any other good ways to do so directly inside of Copper, so it’s more of a native approach? Outside of “tagging”, it seems as though Copper has limited means of segmentation.Example: At the COMPANY level, we define markets such as Power, Industrial, Municipal, etc.. We do not carry these market fields to the PERSON level, as that’s duplicated work. Conceptually, we most often send our marketing campaigns via segmented markets, which without using Mailchimp and Outfunnel, would be impossible to do inside the Copper

1 year ago

NXPNWNew Participant

asked in General questions

Won, but still Open?

Is it possible to mark an Opportunity WON, but still have it OPEN? We like the thrill of marking these project as a winners when we land a deal, but would still like to easily keep them and their budgets in our pipeline until we actually get paid. I tried sorting with status as open and won, but that just gives me all opportunities that have either of these statuses. I guess I could also sort by dates, but this has the potential to miss something or bring in unwanted financial data. Thanks for your help.

1 year ago

Dorine.SNew Participant

asked in General questions

Task Syncing issue

1 year ago

MaryanneLEngaged User

asked in General questions

We're changing our email domain. Do I need to adjust something in Copper?

We’re launching a new website so our email domains will also be changing. How do I make sure all the emails, etc, will still be synced in Copper?

1 year ago

darrenphNew Participant

asked in General questions

How do I allow other users to see my emails?

My emails are syncing and I can see them in the activities on people, opportunities, etc. But my colleagues can’t actually see what I sent - they’re only seeing who the emails were sent to and at what time. How can I allow other users to see my email contents?

1 year ago

mltoEngaged User

asked in General questions

Do I need to invite my users before doing a data import?

Do I need to invite my users before I do a data import? Or can it happen in either order? Thanks

1 year ago

mltoEngaged User

asked in General questions

How do I re-assign / change owners on all opportunities at once?

Is there a way to assign all opps to a different owner? I really don’t want to do it one by one. Thank you in advance.

1 year ago

MaryanneLEngaged User

asked in General questions

I imported data and now I see a bunch of strange characters (â€¢, Â, â€)?

Please help, it seems to affect contacts that have apostrophes in their names. What did I do wrong and how do I fix it?

1 year ago

MaryanneLEngaged User

asked in General questions

How do I make to-do lists for each pipeline stage?

Basically, every stage in our pipeline involves a set of tasks or to-dos that need to be done before moving to the next stage. How do I build this in Copper?

1 year ago

RaviEngaged User

asked in General questions

I'm not seeing the integrations section. Help?

Hey, I’m trying to grab an API key and the instructions are telling me to go to Settings > Integration. But when I open Settings I don’t see an Integrations section?

1 year ago

RaviEngaged User

asked in General questions

How do I change account owners?

I need to transfer ownership to someone else. How can I do this?

1 year ago

darrenphNew Participant

asked in General questions

How do I change my subscription?

I’m on the Basic tier but I want to get on the Professional. How do I update my subscription?

1 year ago

RaviEngaged User

asked in General questions

How do I add a second address for contacts?

I have office address and mailing address. How do I store both? Thanks!

1 year ago

MaryanneLEngaged User

asked in General questions

Can I block a user from importing data?

Just want to make everything stays clean after I import it. Please let me know if there is a way to do this.

1 year ago

darrenphNew Participant

asked in General questions

Is there a way to stop particular email address and/or email domains from syncing?

For instance, there's a correspondence with a real estate attorney that I don't wants sales representatives natives to see.

1 year ago

RaviEngaged User

asked in General questions

Is there a way to add a secondary email address to a contact record?

We communicate with the same individual but often times on different email addresses and we would like for all the information to be merged under one contact.

1 year ago

darrenphNew Participant

asked in General questions

How can I import multi-select options?

For multi select is there a special way I’m supposed to format for importing? Do I need to make the dropdown options prior or will they get created when I import. Thanks

1 year ago

MaryanneLEngaged User

asked in General questions

How do I undo an import?

I need to redo it. How do I get rid of the previous stuff? Thanks

1 year ago

darrenphNew Participant

asked in General questions

I imported opportunities but they're all called "Imported Opportunity: Row X"

I tried to import opportunities but they’re all called Imported Opportunity: Row X. Of course X is a different number for each one. Did I do something wrong and how can I fix this?

1 year ago

MaryanneLEngaged User

asked in General questions

What happens when I delete a user? Do their emails and activities disappear?

If I delete one of my company's Copper users so that I can replace him with a new person/new email address, will I lose record of all his email history and whatnot?

1 year ago

darrenphNew Participant

asked in General questions

How can I manage parent companies and subsidiaries?

I’m trying to show which companies are parent/subsidiary companies to each other. What’s the best way to do that?

1 year ago

MaryanneLEngaged User

asked in General questions

How do I add a new user?

I have someone new on my team. How do I add him to copper?

1 year ago

MaryanneLEngaged User

asked in General questions

Can we import tags?

Can we import "tags" into Copper and make it a column in our people, companies and opportunities spreadsheets?I’m thinking our locations could be listed in the Tag field, this way we could tag people, companies and opportunities and then filter them by tags.

1 year ago

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