General questions

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

  • 269 Topics
  • 657 Replies

269 Topics

J
jessica.nicholsonNew Participant
asked in General questions

Exporting lists to Google Sheets

It’d be helpful to be able to export lists/data into Google Sheets instead of just CSVs/Excel files.

6
Michelle from Copper
Copper Employee
3 months ago
C
CentraDaveNew Participant
asked in General questions

Tracking Snail Mail 'Activity'

We are looking to starting a Snail Mail (you know - sending an actual piece of paper to people ) campaign to some of our contacts. I can see how to download the contacts to create the Mail Merge and send the Snail Mail.  But I cannot see how to upload this ‘Activity’ back into Copper - so we can keep track of when we sent the last mailing. Any thoughts or best practices? Thanks in advance.  - Dave

1
Michelle from Copper
Copper Employee
3 months ago
A
ARCOEngaged User
asked in General questions

Can I import opportunities once a week?

We use another software to start our request for proposals. Right now I take some of that information and manually create an opportunity in Copper. Sometimes the company and main contact already exist in Copper, sometimes they are new. But I still do this manually, is there a way I can import the data once a week into Copper?

2
A
3 months ago
T
TammymilesEngaged User
asked in General questions

Importing Person Updates to Existing Record

Hi There,We use mailchimp for our email marketing and we often hold webinars and registration type of events.  That data sits in Mailchimp with tags.   I don’t know of a way to import tags from Mailchimp (tried Outfunnel and it only imports from Copper to MC) so I tried to import a CSV matching to the copper email and the new tag.  I only had 2 columns, email and tag.Thank god for the revert option.  I imported the record with the tag but it cleared the names with email prefixes and reverted the contact type to uncategorized!!Is there a safe way to do this?I followed the instructions to the letter.  Nowhere did it caution you that by importing without all the existing info from Copper, that the new import with overwrite and wipe out data.   I chose match to email and update.

5
R
3 months ago
D
DavidHirEngaged User
asked in General questions

Referral Partner Tracking

I have many referral partners.  Some of them refer other referral partners.  All these referral partners refer potential customers to me.  I need to track which referral partners were referred to me from other referral partners, and also which customers were referred by which referral partner.  I can’t use affiliate links because these types of referrals are made through personal email introductions.  What’s the best way to go about tracking all this?

1
A
Copper Employee
3 months ago
D
dmorgenbesserNew Participant
asked in General questions

Bulk Email

I was trying to help someone on my team send a bulk email, but she didn’t have the bulk email button there. Instead there was a single email icon to send to all of the people we checked off as one single email that included the 30 people. How do we get her the bulk email icon if it’s not there? 

1
A
Copper Employee
3 months ago
C
cae787Engaged User
asked in General questions

Why are custom reminder times for tasks limited to 30 minute increments?

I must be missing something. Why can I only create reminders in 30 minute increments for a task? If there is an option for “custom,” should I not be able to customize the time? In the below example, I have a task that is due at 1PM. I would like a reminder 5 minutes before to get it done. Why can I not do this?  ALSO -- I am unclear if this reminder will be an email notification or a ping notification on my phone (which is what I want).   

3
A
Copper Employee
3 months ago
P
PjgareaNew Participant
asked in General questions

Career Updates in Copper

Is there a way to follow a contacts career changes in copper instead of deleting or completely updating the contact? It would be a good idea to have this evolution in there. 

3
A
Copper Employee
3 months ago
S
samrmNew Participant
asked in General questions

Last Contacted column header

What data/actions are the “Last Contacted” column header based on?One of my colleagues recently emailed a Contact that is associated with an Opportunity card, but the “Last Contacted” date still shows a date from 2020. This impacts the ability to order Opportunities accurately in the “List View”.Also, I cannot view her email in the Activity Feed associated with that Contact (it doesn’t even appear as “Locked”). Help/advice would be much appreciated!

1
Michelle from Copper
Copper Employee
3 months ago
S
ShayWrightNew Participant
asked in General questions

Can I add a cc'd email address as a lead and if so, how?

We get referrals from either our Customer Care team or from other customers.  From: third party or Customer CareTo: the person we would like to capture cc: the sales person.   Will Copper detect the To: address and the message we are cc’d on so we can save the person as a Lead?    

1
Michelle from Copper
Copper Employee
3 months ago
B
blueivypartnersNew Participant
asked in General questions

New contacts are Followed by default - how to turn off?

When we add a new contact, they are “Followed” by default.  This creates too many contacts that we follow.  We use “Followed Contacts” as key people, and don’t want to “Follow” every contact by default.  Can you switch the default to “Not Followed”?

1
Michelle from Copper
Copper Employee
3 months ago
B
BEatrizNew Participant
asked in General questions

Exporting Opp and Pipelines workflow

Hello. WE have been using Copper for serval years. Right now we would like to refresh the automation of it. We want to review the pipelines workflow and star over. we dont need the opportunities from the past but we dont want to loose the information either.LEads and People will stay, but Opportunities attached to them will disappear and I need a back up. Also workflow automation will disappear but I want a back up (not only turn them off, I want them off the system)How can I do this?

1
Michelle from Copper
Copper Employee
3 months ago
S
SteffanNew Participant
asked in General questions

How can I move deals from one pipeline to another?

My pipeline has too many stages.  I need to separate the marketing/biz dev from the sales activities.How do I move deals from one pipeline to another?

3
Michelle from Copper
Copper Employee
3 months ago
B
brianhaenniNew Participant
asked in General questions

tracking emails

Question about Copper's "tracked email" from Gmail - If send an email and then I open the email I've sent, does my opening count towards them (the customer) as an opened email?  If yes, is there a way to determine how many times the customer opened it or if they even opened it at all vs. my opening the email. 

3
Michelle from Copper
Copper Employee
3 months ago
C
Copper UrnNew Participant
asked in General questions

Connect Fields

I am evaluating Copper and really like it. Connect Fields are a powerful differentiator that most similarly priced CRM software lacks. As powerful as they are, they would be infinitely more powerful if they could include a simple text description field or better yet drop-down menu. For instance I’ve created a connect field between Companies. But when I connect two companies there is no way to define the nature of the connection. For instance if there was a simple text field I could enter “client/architect” or “owners are friends” when the connection is created.I realize I could create a large number of different connect fields with dedicated labels for each type of relationship, but that adds a heck of a lot of noise when one relationship is more than adequate as long as you can give it a description.Thank you!

1
Michelle from Copper
Copper Employee
3 months ago
A
A_Stubbs_KenyaNew Participant
asked in General questions

Linking People and Companies Once/During Import

HI Community from Kenya,I want to bulk upload 3000+ people that an opportunity sits within under 1 company. Is there a way to do this in one go rather than individually going into each person and updating the company?Thanks in advance.Alex

3
Michelle from Copper
Copper Employee
3 months ago
T
TammymilesEngaged User
asked in General questions

Uploading Contacts To Tag

We’re looking to sync contacts with Copper to our mailing lists and vice versa.   What we’ve discovered in doing a deep dive is that there are a lot of contacts in Copper not in Mailchimp and we have contacts in MailChimp not in Copper. Is there any easy way to do this going backwards?  Our forms have been fixed so that they are now populating both areas. Second question around syncing existing contacts.   Are we able to upload a list of emails to assign a tag in the people/company record that matches that list?   We are looking to bulk update contacts based on conference attendance and some marketing outreach done with different partners.

8
L
3 months ago
T
TammymilesEngaged User
asked in General questions

Leads vs People and How to Manage Sources

We’re trying to understand the benefit of importing inquires into leads instead of people.  I understand the qualification aspect and we do need to do that.  What becomes challeging is that it can take some time to qualify that person and there are interactions that need to be documented that are not supported in leads.Th other key aspect we are trying to sort out is capturing source information from that inquiry.   From what I understand in the documentation, if a opportunity is not created at the time a lead is “converted” then that source information is lost.   We are converting leads before they are at the stage of Opps due to what I mentioned above and our workflow.   So now I am wondering if we should be importing tags instead so as not to lose that data.And/or do we look at our OPs differently - perhaps a ‘qualified’ stage instead when we convert? The end game is to be able to track our marketing activities (web visits, mailchimp opens, sign up offers) automatically and then hav

8
A
3 months ago
D
DavidNKNew Participant
asked in General questions

Email domain in company record

What is the acceptable entry in the email domain field of the company set up.  When i use @company.com, there is an error, when I enter Company.com, there is an error.  What is the entry that the system expects

6
Michelle from Copper
Copper Employee
3 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).

4
Michelle from Copper
Copper Employee
3 months ago
K
Kevin St. CyrNew Participant
asked in General questions

Search Firms (ATS / CRM)

I would love to hear how any Executive Search Firms are using Copper as an ATS and CRM.I’m struggling to find the most efficient approach.

8
S
3 months ago
G
GiliEngaged User
asked in General questions

Converting website intake form to a record in copper

Is there a way to automatically upload a record onto Copper that has been filled out on our Website?An example would be: A potential customer clicks on “new customer inquiry” they will fill out the info which will then create a lead record, same as if we were filling it out in copper ourselves.(A further ideal situation would be that we could alert with a notification the person who handles that lead that a new lead has come in).  

1
Michelle from Copper
Copper Employee
3 months ago
B
brianhaenniNew Participant
asked in General questions

can I enter information into Copper when offline

let’s say I am on a plane, wifi does not work, but I want to make updates to records in Copper.  Is that possible?

1
Michelle from Copper
Copper Employee
3 months ago
K
Kevin St. CyrNew Participant
asked in General questions

Grammarly

I use a tool called Grammarly that checks spelling, writing structure, etc.   It is a Chrome extension and works on 99% of any of the platforms that I use that allow for text, email, messaging.I am having trouble with the tool when I generate emails from within Copper.  It behaves weirdly (e.g. when I accept spelling suggestions, it inserts the word in the wrong place and sometimes deletes the sentence the word appeared in.) Am curious if other users are experiencing the same issue. 

3
K
4 months ago
P
Petr KrucekNew Participant
asked in General questions

Filtering contacts by project

Would it be possible to filter contacts by project? It can be by opportunity, not by project. Thank you. Petr 

1
Michelle from Copper
Copper Employee
4 months ago

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