General questions

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

  • 410 Topics
  • 984 Replies

410 Topics

D
DFinnNew Participant
asked in General questions

Online and app are not synced

Hi all, My name is Darren, I am brand new to Copper. I started working with Copper on my IpadPro and now im looking to use my laptop to set up all the administrative tasks. But my pipelines are not showing on the laptop version but are on the APP version. Im using the same logins via my Gmail suite Could anyone help please.

1
Michelle from Copper
Copper Employee
2 months ago
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MHPhillyNew Participant
asked in General questions

Adding stage change date

Is there a way to add the date of stage change into opportunities? (I’m looking to have it automatically turn to “won” and update the close date to equal the stage change date using workflow automations)

2
M
2 months ago
Jodi
JodiEngaged User
asked in General questions

Shared Templates limited number?

I am an admin for our company and I went to create a new Shared Template for emails for my team. The Create Template button is greyed out. Is that because we have used the max # of shared templates allowed. We currently have 10, because we really like the feature and use them a lot. If 10 is the limit, is it road mapped to add more? Otherwise I can post the idea in the appropriate place. Thank youJodi

5
Michelle from Copper
Copper Employee
2 months ago
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michfitkidNew Participant
asked in General questions

Can't Log In to Mobile on Android

After a factory reset was performed on my phone, I’m no longer able to log in to the mobile app.   The Google account on the phone hasn’t changed, but when I click “continue with Google”, a black line travels from the top of my screen to the bottom while remaining on the log in screen.  I’ve always used the “log in via Google” method so I don’t have a password (which is the other optional method to log in).   I tried the “Forgot my password” to see if creating or changing would allow me to log in that way, and I am automatically logged into the desktop app in my phone’s browser.    Android Pixel 5, Android Version 13

1
Michelle from Copper
Copper Employee
2 months ago
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MaksimNew Participant
asked in General questions

Does the CRM system support telegram and WhatsApp group chats?

Does the CRM system support telegram and WhatsApp group chats?And is there a CRM mobile application?

1
Michelle from Copper
Copper Employee
2 months ago
R
RainerNew Participant
asked in General questions

Activity type

Is it possible to delete a custom activity type?

1
Michelle from Copper
Copper Employee
2 months ago
N
NeoSakuraEngaged User
asked in General questions

How can I remove abandoned opps from my pipeline?

So I tried the following and the abandoned opps still remained in our pipeline. I ended up deleting them. Are they supposed to go away after so many days?Apply a filter. We actually have a default filter for Open Opportunities that will hide Lost, Won, and Abandoned Opportunities from your view. I’ve attached a screenshot of where you can apply that filter or any other saved filter.

1
Chris from Copper
Copper Employee
2 months ago
Sanzconsulting
SanzconsultingNew Participant
asked in General questions

Como deshabilitar una opción molesta

No se cómo desactivar que me aparezca en Copper este cuadro de diálogo con a integración con 1Password (adjunto imagen) 

1
Chris from Copper
Copper Employee
2 months ago
M
mrsethwilsonEngaged User
asked in General questions

Best way to view revenue vs forecasted revenue?

On a pipeline, there is a total amount for what is in each stage. It seems like that is the combined total value listed for all of the opportunities in that stage.Is there a way to view this in regards to a forecasted revenue perspective? For example: Stage one closes at a 5% rate so rather than showing a million dollars in revenue opportunity, it would show $50,000. I’m a little new at this, I know there are some reports that can show this information but being able to toggle it in the pipeline view from total to forecasted would be really handy.

3
Michelle from Copper
Copper Employee
2 months ago
C
Cathy MuldoonEngaged User
asked in General questions

Tracking Showings for Real Estate Agents

In Realtyjuggler, a CRM I have been using, you had the ability to create a listing and then record each showing - which agent or buyer came, what date, why(open house, agent preview, client showing) - when the made the appointment, the date of the appointment, and then a feedback section, if an offer was made, ect.   Are any real estate agents using Copper to track listings and showings in a similar fashion?

5
Michelle from Copper
Copper Employee
2 months ago
K
KimMinertNew Participant
asked in General questions

Using Copper to manage Birthdays

I’d like to pull up all the birthdays per month, to send personal cards. 

7
D
2 months ago
M
MalieNew Participant
asked in General questions

change users

I need to move the sales data from one user who has left the company to a new users taking over their database. How do I do that? 

1
Michelle from Copper
Copper Employee
2 months ago
C
coleNew Participant
asked in General questions

Open Files in New Tab, Not Download

Hello,I’d like to have files uploaded to Copper open in a new browser tab, not immediately download. Is there a way to make that happen?I primarily upload photos of buildings (JPGs) and business card scans (PDFs).

5
I
3 months ago
Mattitude
MattitudeNew Participant
asked in General questions

thank you email templates

I’m looking for the link to sample thank you notes/email templates. ThanksMatt

1
Michelle from Copper
Copper Employee
3 months ago
S
samrmEngaged User
asked in General questions

Gmail File attachment error when using Copper extension

Hi there,Over the past 2-3 days, I’ve been continually getting this error message on Gmail when trying to attach a file to a message by selecting “Upload from Computer”:Failed to find the composer upload buttonIt's been coming up repeatedly and only eventually disappears if I reload the whole page, but this is making sending emails with attachments extremely slow and cumbersome.It seems to mainly happen when I’ve used Copper to load a message template into an email, and then try to attach a file.I’ve worked with our internal IT team to update Chrome, restart the browser, uninstall the Copper Chrome extension and reinstall it, but the error message continues to pop up. When the Copper extension is not installed in Chrome, or when I try a browser other than Chrome, I do not see the message pop up. Any help would be much appreciated!Thanks.

4
J
3 months ago
I
isaundersNew Participant
asked in General questions

customized mass emails

Hello, I want to see if there’s a way for someone (for example) to send an email to 20 contacts quickly, 1. We want to put all 20 recipients in the “To” line, but we it to allow customization to say “Dear __(insernet name)_” was curious if there is a way to do this in copper to send a mass email (or template to send a mass email) that would allow someone to send an email through copper then automatically send the email by pulling the data and automating the email for him. 

3
I
3 months ago
I
isaundersNew Participant
posted in General questions

mass customized email

Hello, I want to see if there’s a way for someone (for example) to send an email to 20 contacts quickly, 1. We want to put all 20 recipients in the “To” line, but we it to allow customization to say “Dear __(insernet name)_” was curious if there is a way to do this in copper to send a mass email (or template to send a mass email) that would allow someone to send an email through copper then automatically send the email by pulling the data and automating the email for him.

0
I
3 months ago
M
MagdalenaNew Participant
asked in General questions

Question about data import

Hi Team. We’re interested in shifting to Copper as our main CRM but to do that, we need to migrate our data from Pipedrive and Streak (example attached). Could you tell me if there’s a way to automate this fully or do we need to put a lot of manual work in setting up the tables, etc. Is there a way to create our custom fields upon import automatically?  Thanks for your help!

2
M
3 months ago
J
josh.prestridgeNew Participant
asked in General questions

Help with Login

I tried submitting a request through the website, but I received a notice that support@coppercrm.zendesk.com is no longer monitored. My issue is that I signed up for Copper using my company email address, and it set me up with a trial account. I was unaware my company needed to enroll me on their end. So now I have two accounts and it’s causing me issues with tracking and logging information to the correct profile. I need to have the trial account deleted. I just want to use the “ConnectUs Corp” login. Thank you.  

1
Michelle from Copper
Copper Employee
3 months ago
N
NXPNWNew Participant
asked in General questions

Customize Top Deal Notification Threshold?

Is it possible to change the value that informs whether or not an opportunity card in the pipeline shows the green dollar sign notification? $

2
Michelle from Copper
Copper Employee
3 months ago
S
SeanHayesCoachPCCNew Participant
asked in General questions

Contact Types

I added some new Contact Types, but they are not showing up in on the people Home Screen. I can see the change when I open the contact. Can someone advise? Thank you!  Sean Hayes, PCCExecutive Wellness Coach 

1
Michelle from Copper
Copper Employee
3 months ago
J
JamieWoodbridgeNew Participant
asked in General questions

Can you filter people to only see those for whom you have a personal email address filed completed?

I want to identify only those people in Copper with a personal email address in order to send them a personalised email campaign. I will then do a slightly different campaign for the other people for whom I only have their work email address.

5
Michelle from Copper
Copper Employee
3 months ago
M
mrsethwilsonEngaged User
asked in General questions

Is there a way to set up opportunity splitting?

I’m trying to set up a system where our SDR’s can split opportunities found with our Account Executives/Managers. Has anyone done something similar? Is there anyway to create an opportunity that has two owners?

3
M
3 months ago
C
cclunaNew Participant
asked in General questions

SCCs updating

I'm Cecilia and I'm supporting data protection-related matters at Bytro. As you may know, the European Commission has released a new Standard Contractual Clause (SCCs) on June 4, 2021 for international data transfer. From December 27, 2022, all old SCCs must be replaced by new SCCs. That's why we are contacting our partners to ensure they will update their SCCs by the deadline. Copper and Bytro have signed a data processing agreement in July 2021 and the agreement mentioned that SCCs is a basis for international data transfer. However it was old SCCs. Therefore, could you please kindly let us know whether Copper has updated the new SCCs? Could you send me a link/a document showing SCCs updating? Best regards,Cecilia

1
Michelle from Copper
Copper Employee
3 months ago
S
SethDEngaged User
asked in General questions

Save a Task Filter?

Hi All, Is it possible to save a Filter for Tasks the way you can for People and Companies? When I click into Tasks it automatically shows only my tasks but both Open and Competed. It would be cool to save a few clicks and only see Open Tasks automatically.

3
Michelle from Copper
Copper Employee
3 months ago

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