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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
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?
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..
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?
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
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.
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
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
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.
I made a template and I have noticed once I have sent the email to a client by using that template the email looks nothing like my template- no sections -no bold words none of it, why is that? That defeats the purpose of a template ... especially when its a list of important instructions.
Hello everyone, In my company we had two copper instances and created a new one to migrate both our accounts into one.I didn’t have any problem inviting people at the beginning but now I keep getting an error saying “an error occurred reload the page” everytime I send an invite, I cannot even resend the invite.I’ve raised 3 o 4 different cases and no one seems to know, my AM disappear and I have people trying to create opps and they can’t.Has someone faced a similar error?
Hi Team,Our client has a unique question regarding Copper Accounts. He has an account under email@example.comHe has a personal Gmail account and we were wondering if it was possible to use or link both accounts together instead of purchasing another license for his personal Gmail account.The client is a lawyer (Law Firm), so basically he has his work email as the Copper Account and there are a lot of people who are also emailing his personal email account as to we would like to get this link if possible.Is there an alternative option aside from purchasing another license for his personal Gmail account, which won't make sense, since he is a one man team?Looking forward to you feedback.
Hi Everyone - Not sure what happened but last week i could send a bulk email to about 30 people and no issues. Today and yesterday try to send a bulk email of 200 names and another of 25 and both failed. The error message doesn’t really tell me why it failed and the help article from Copper doesn’t seem to give anything that helps resolve my issue - what other areas/settings etc. should I look at to get my email to actually Send?Thanks-Matt
Hi community, is there a way to block our own company domain for contact/lead creation?We have a lot of employees in our company but only 5% of them are working in sales and therefore with Copper. Some users tend to add colleagues as a contact to Copper because the GMail add-on allows them to do it in a very simple way. Unfortunately this creates at the same time a data breach because then internal emails appear in the added contact. Thanks for your help!
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