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General questions

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438 Topics
1,050 Replies

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438 Topics

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greggNew Participant

asked in General questions

Copper assigning contacts to companies based on email domains. Can I disable this?

When I receive a google voice text message. I am sent an email in the format <myphonenumber+textersphonenumber@txt.voice.google.com>. I add this as a secondary email address so that these conversations are linked to my contact in Copper. Unfortunately, Copper gets confused by <@txt.voice.google.com> and tries to assign all of my contacts to the same company. Anyway to fix this?

1 year ago

Craig BNew Participant

asked in General questions

Activity filters defaults

When looking at a lead or contact, I can change the activity filters to show all, or just notes, emails etc but is there a way to set the activity filters as a default for all leads/contacts etc in general settings?

1 year ago

BankamanNew Participant

asked in General questions

Syncing tasks in google with copper

Is it possible to sync tasks in google mail to tasks in copper ?

1 year ago

greggNew Participant

asked in General questions

How to Customize Status

Can I change “Lost, Abandoned, Won” to something else? I’d like “Won” to be changed to “Paid.”

1 year ago

greggNew Participant

asked in General questions

Google Voice Integration?

When will Copper integrate with Google Voice.Do you recommend another virtual office to use with Copper?

2 years ago

RaviEngaged User

asked in General questions

How can my sales and project management teams work together in Copper?

My sales team is already in Copper and I’m hoping to get my Pm team in there soon. What’s the best way to organize the way they work together?

2 years ago

JenniferwNew Participant

asked in General questions

Replying IN EMAIL when @mentioned

It is wonderful that we are emailed when we are @mentioned by a team member within a contact entry in Copper. It offers us the ability to reply in email without opening Copper which is fantastic and it inputs the response right into the thread in Copper! The PROBLEM is that is doesn’t notify the person (my team member) who I am responding to. In email, it doesn’t allow you to @mention. Why wouldn’t the response be automatically emailed to the person you are responding to?

2 years ago

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?

2 years 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.

2 years 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

2 years 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.

2 years ago

Dorine.SNew Participant

asked in General questions

Task Syncing issue

2 years 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?

2 years 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?

2 years 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

2 years 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.

2 years 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?

2 years 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?

2 years 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?

2 years 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?

2 years 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?

2 years 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!

2 years 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.

2 years 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.

2 years 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.

2 years ago

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