General questions

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

  • 579 Topics
  • 1,195 Replies

579 Topics

Jodi
JodiEngaged User
asked in General questions

Requiring Pipeline field on Opportunity

As we have worked to clean up our entries in Copper we decided to add Pipelines for our different software offerings. Since all our pipelines are clearly defined now, we want to make it a required field when converting a lead and setting up the company and specifically the opportunity, but when I go to the Field Settings to set Creation Record Rules and Edit Record Rules, it doesn’t given me the option to make it required. Is there anyway to change that without creating a custom field? 

2
Jodi
2 years ago
Jodi
JodiEngaged User
asked in General questions

Default close date for 1 year out not 30 days

Due to the nature of our business our sales cycles are very lengthy, we always know it will take at least a year to even get close to closing the opportunity. Is there a way to set the default close date for 12 months/1 year/365 days however you want to set it up or is it only 30 days default and then manually select the date for each opportunity? 

2
Jodi
2 years ago
bkelly
bkellyEngaged User
asked in General questions

Will app.prosperworks.com ever become app.copper.com?

I understand that there’s some work behind-the-scenes to make this happen, but the fact that I’m still sharing *.prosperworks.com URLs with colleagues three years after the rebrand is… odd. Domain names are part of branding, y’all. I’m a fan of the Copper rebrand, just waiting for that last step!

6
Wyndham from Copper
Copper Employee
2 years ago
A
AUMNew Participant
asked in General questions

Switching People to Another Pipeline

How do I switch people to a new pipeline? For example, from Sales to New Client Onboarding?

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

Jumping to a list of companies that start with a certain letter

I have ~4000 companies. I’d like to go through those that start with a certain letter, say “F,” and go down the list and edit them. Currently there is no way of doing this. If there was a bar that appeared on the side with the letters, I could easily jump to the letter I want by clicking on the letter. Sort of like a phone book. Copper told me I can use the search function. But say if I search for “F” it will return anything that has “f in it. Or If I search for “Fa”, it will show all companies that have an “fa” in it, even if they start with another letter, even if fa is at the end of the company name. So it is completely useless. It will also only the results that match that, I cannot scroll down the list to the next alphabetical context.  

4
Michelle from Copper
Copper Employee
2 years ago
B
Bich NgocNew Participant
asked in General questions

Create tasks for multiple clients at the same time

Hi Team, Is it possible to create tasks for multiple clients at the same time or import tasks into Copper? 

6
B
2 years ago
M
MindreEngaged User
asked in General questions

How to export only certain fields?

I am looking for a way to export specific Opportunities into a word doc or excel file BUT with only the exact info in each opportunity. For context - the info we input for each opportunity eventually has to be entered on a separate form to be given to a different team. Looking to get rid of having to enter same info twice in 2 different locations. I know Copper has the ability to do a bulk export of all opportunities and I know that from the Opportunities page you can select specific ones and they will export to excel. But I want to know if there is a way to export the screen exactly how it looks or at least with just those fields. See attached photo 

6
J
2 years ago
C
CourtneyNew Participant
asked in General questions

Merging Leads and People

I have lots of leads that are also people already. How do I merge these easily to get rid of lots of my leads?

2
alex
2 years ago
J
Jennifer ScerboEngaged User
asked in General questions

What does "Add relationship" option mean when exporting a filtered list?

Does anyone know what this option means - add relationship?  It’s the option above “export list” when in the people section.Thanks! 

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

Creating task if user set up to not edit records

Can a user be set up for access only (we are thinking of creating a team of users who can view Company records but not edit records) and still have the ability to create a task related to that company? Like set up a reminder to review their record yearly for updates?

1
Nickie from Copper
Copper Employee
2 years ago
B
Bich NgocNew Participant
asked in General questions

geo-tracking function app

We strongly need to add geo-tracking function app as below:. Step 1: Sales Supervisor create route for sales rep (normally for full week & full month). Step 2: Sales Rep check the route on the app + visit + check-in (mandatory function, must do when inputting a meeting/calls). Step 3: Sales Sup receive report the next day on visit rate & GPS accuracy I sent this request 2 days ago via support center,  Ms. Perri and this page but no response 

3
Evan from Copper
Copper Employee
2 years ago
Wyndham from Copper
Copper Employee
Wyndham from CopperVP of Product
posted in General questions

Copper Needs You! We want to hear about how you manage relationships today

Hi Coppernauts!We’re trying to understand the way that our customers manage relationships in their business today.  How do you build new relationships and make sure that you’re keep on top of your current relationships?  How do you make sure that nothing drops through the net?  We’re thinking of how and whether we should bake this deeper into the product .We think there might be something interesting there but we’d love to hear from you!Excited to hear from you,Wyndham

2
Wyndham from Copper
Copper Employee
2 years ago
A
AnaNew Participant
asked in General questions

Organize/rearrange templates

My customers want to organize/rearrange the templates in Copper. They say that this is something already available on other platforms and ,nowadays, not having a drag and drop looks odd and old.How difficult would be to implement this change?

1
Alyssa from Copper
Copper Employee
2 years ago
MaryanneL
MaryanneLEngaged User
asked in General questions

When to use dropdowns vs. when to use tags?

Hey, I’m a little confused about when I should add a custom dropdown/pick list and when we should be using tags. I’m looking to track things like a contact’s relationship with us, what events we’ve met them at, what mailing lists they’re on, etc.Do you have any best practices for when to create a dropdown vs when to create a tag?

1
Evan from Copper
Copper Employee
2 years ago
F
FrankNew Participant
asked in General questions

How can someone unsubscribe from a bulk email campaign I send out?

I am sending out a mass email campaign and want to know if there is an option for people to opt out or unsubscribe if they do not want to receive emails moving forward. Anyone have a helpful answer? 

2
Michelle from Copper
Copper Employee
2 years ago
G
greggNew Participant
asked in General questions

Linking Email/Person/Opportunity

When I link an email to a particular Opportunity, the system tries to “guess” what other emails may be relevant. It is not uncommon for me to work on several difference projects with one individual.  I’m fine with Copper pulling up an email history with a person related to an opportunity, but is there a way to have manually linked emails stand out/be highlighted as compared with automatically linked emails?

2
Kevin from Copper
Copper Employee
2 years ago
G
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? 

2
G
2 years ago
Craig B
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
Evan from Copper
Copper Employee
2 years ago
B
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 ?

3
Michelle from Copper
Copper Employee
2 years ago
G
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
Evan from Copper
Copper Employee
2 years ago
G
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?

3
alex
2 years ago
Ravi
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?

5
alex
2 years ago
J
JenniferwEngaged User
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? 

1
Michelle from Copper
Copper Employee
2 years ago
E
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
Michelle from Copper
Copper Employee
2 years ago
M
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.

4
M
2 years ago

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