General questions

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

  • 484 Topics
  • 1,145 Replies

484 Topics

S
SharaNew Participant
asked in General questions

Copper is not tracking my custom activities

When someone completes a task, Copper should log that activity, right? Well, this doesn’t seem to happen for us and I can’t figure out why….Our team uses 2 custom activity types on Copper: Wireframe and Bid. We use automated tasks and these tasks are categorized by these 2 activity types. We can see that Copper logs our activity in the detail view for Leads and Opportunities…. but when I try to create a user activity report, none of these activities are counted. Is anyone else having this problem?

3
Michelle from Copper
Copper Employee
4 months ago
L
LexMcGollieNew Participant
asked in General questions

Easily merge leads from search field

We are running into the issue of duplicate leads in our bulk imports. I see how we can easily merge them when I can find the duplicates, but the issue I run into is easily finding them.  For example, I recently imported several hundred leads we obtained from a conference. After import, I could see that some people had already been contacted - the only way that is possible is because an email was sent to them when they were imported as a lead from a previous conference. The issue I find is that I cannot just search the name or email and merge the two leads. I have to scroll and find the other lead to be able to merge them.  In relation to that, when I manually scroll through our lead list (we currently have ~13000) to find duplicates, and say I find duplicates down the list where names start with L, when I do merge the leads, the page automatically refreshes and puts my back to the top of the list, which requires that I start my scroll and search again.  I do not want to lose the notes

3
Michelle from Copper
Copper Employee
4 months ago
R
rryyaannNew Participant
asked in General questions

Reduce Number of User

We have migrated to Salesforce and now want to reduce the number of Copper seats to just one. The reason for keeping one seat is to have access to any information that may not have been migrated properly. However, I am unable to find a way to do this within the app, and it has been challenging to locate an official Copper support channel (chat is no longer an option). Any assistance would be greatly appreciated.

6
T
4 months ago
N
NRJNew Participant
asked in General questions

Routine export

Hi I want to be able to download the data regularly so i can track status changes across the opportunities and for data back up purposes. There are reports I can regularly email myself, but I want to email an export not a report at a set date/time each week.

1
Michelle from Copper
Copper Employee
4 months ago
E
Edward NashList views beta tester
asked in General questions

Unable to create new, temporary filtered selections on Mobile App (iOS)

Hello,When attempting to filter results of People on the iOS mobile app, it only gives the option to ‘Create new filter’ instead of simply ‘Apply’ the filtered applied. (FYI I’ve renamed People to be ‘Greencable’) Why is this and is this a bug or is it my (user) error?Thanks!

1
Michelle from Copper
Copper Employee
4 months ago
E
ErinHNew Participant
asked in General questions

Add opportunities without a primary contact - or make it a team member

We often identify companies as opportunities without necessarily having a specific contact that we can add. But in Copper, that means that we can’t add the opportunity as we don’t have a contact and can’t use a team member as the contact (ie the person managing the opportunity until we get a company contact).We need a way to make primary contact not essential or we have no way of tracking all our potential opportunities.

5
E
4 months ago
liam
liamNew Participant
asked in General questions

contacting support?

I’ve been looking for two minutes across three different windows and haven’t figured out how to actually submit a support ticket. Surely this is a giant UI issue?I’ve been using Copper for 5+ years and never remember having this problem before.

2
Michelle from Copper
Copper Employee
5 months ago
B
Befort3New Participant
asked in General questions

Private Pipeline

I’m looking to make a pipeline totally private that I can use to track leads, conversations, etc., without bothering the rest of the team. I don’t want it to show up in their list of pipelines...and I don’t want it to update our Slack channel.Is this possible?

2
B
5 months ago
trev
trevEngaged User
asked in General questions

Setting up a Company & Person

If I setup a company in copper, I add all of the pertinent information about that company. Address, phone number, etc. Then I go to add a person to that company, could Copper give me the option to copy the company address and other relevant information to that person so I don’t have to type it in twice?   I end up having to open 2 instances of Copper to copy something as simple as the address because it doesn’t auto populate and the dialogue box for the is open so I cannot navigate back and forth to the the address information as I’m trying to type it. 

2
Michelle from Copper
Copper Employee
5 months ago
M
mario berlinNew Participant
asked in General questions

Exporting people leads to bug

Hi everyone. I am having trouble exporting a list of +5k people from my Copper account. I already tried to break it into smaller data sets. It always shows me the error: “An error occurred that requires a reload”. I am attaching a screenshot.  It seems to be a bug. Any ideas how to bypass this bug? or how to solve this? Thank you so much in advance. Any help is greatly appreciated!

3
Michelle from Copper
Copper Employee
5 months ago
S
stephen_mnNew Participant
asked in General questions

Lead is converted but no converted lead_id in opportunity

I am currently retrieving leads and opportunities data through the API. I see some leads in my data that are converted, also confirmed on Copper that the opportunity exists but somehow the opportunity data doesn’t have the converted lead_id. I also checked on Copper Insights Builder, dragged and dropped the fields Opp ID and Lead ID to make sure the API is returning the right data, and Insights Builder is also showing lead id blank for this opportunity id.  Are there certain actions that a sales person can take when creating opportunity that doesn’t link to the lead?

0
S
5 months ago
T
trichesList views beta tester
asked in General questions

Can I mass update records using CSV uploader?

Hi,  Anyone know if I can mass update data using the bulk upload e.g. adding an extra tag to recorders using email as the unique identifier?  Thanks Tim : )

1
Michelle from Copper
Copper Employee
5 months ago
C
CecilieEngaged User
asked in General questions

Merging custom fields in bulk emails

Can I use my custom fields in my bulk emails?I am pretty sure that I confirmed that this was possible during my onboarding, but now I am no longer seeing the option to pick my custom fields from the “merge fields” menu. What might I be doing wrong? 

6
C
5 months ago
W
WillDAdminNew Participant
asked in General questions

Remove 1x user

We are unable to see ‘live chat’ available so are messaging you here. Please can you reduce our account down to 1x user moving forward? 

1
Michelle from Copper
Copper Employee
5 months ago
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.

7
J
5 months ago
A
AmyBNew Participant
asked in General questions

How to add existing records into a new pipeline

 I’ve created a new pipeline and I want to add some of our existing contacts (companies) into the pipeline. They are already a contact of ours for other pieces of work and we have this new pipeline to target a new piece of software to them. I can’t work out how to do this.If I am in the pipeline and click on the Add New button, it gives me two options of Add an Opportunity or Import an Opportunity, If I click add an opportunity it brings up a blank worksheet to fill in rather than pulling through existing company details when I start typing the name.Is this possible?

1
alex
5 months ago
N
NeciaNew Participant
asked in General questions

Archive a Contact

I am looking to archive a contact so that she does not receive a bulk email send by accident. I want to leave all of her information intact, but I don’t see how to do that without her being grouped into an email send by accident. For now, I removed her email from the email field and made a note of it in the “create note” field so that I would not lose that information. I don’t want to delete her either, because I would lose all past communications. I just want to archive her so that she does not receive any more communication from us. Any ideas on how to make this happen? Creating a customer filter really doesn’t do the job since everyone has an email, I can’t filter her out and leave her email in place at the same time. 

5
B
5 months ago
M
michfitkidNew Participant
asked in General questions

Tasks completing on their own

While on the “Tasks” tab, I drill down into opportunities to complete the task.  When I click back on the “Tasks” tab to complete the next task, 3-4 task unrelated to the task I just completed show a checkmark in the “completed” box.  I’ve done this 4 or 5 times now with the same consistent result.  If I hasn’t returned to the “tasks” tab, I’m afraid these may slip through the cracks.  I was able to uncheck them so they are showing undone, but I can’t rely on that being the process.

2
M
5 months ago
Sanzconsulting
SanzconsultingNew Participant
asked in General questions

Schedule a mass mailing of emails (bulk)

Schedule a mass mailing of emailsIs it possible to schedule a mass mailing from copper? I don't see the option

1
alex
5 months ago
J
jeffmendelsohnNew Participant
asked in General questions

Trouble with Tasks and Opportunities

So… apparently, every task you set up for a contact automatically shows up in the Related Tasks for every Opportunity associated with that contact…!!! This is nuts. I have used different CRMs and never has this issue. I just installed Copper and found all sorts of Tasks showing up under opportunities that have no relation to that Opportunity, due to this unfortunate design flaw in Copper. Does anyone else experience this issue??? Any workaround? I really want to be able to create Tasks that can be set up as specific to an Opportunity and related to a Contact (without that task then showing up on all the Oppty associated with the contact)!!andI want to be able to create a Task for a Contact and be able to choose which, if any, of the Opportunities related to that contact it shows up under…!!!

1
alex
5 months ago
S
SailspersonNew Participant
asked in General questions

Importing data: Skipping Lines??

Hey there!  I’ve been trying to import data for BC Liquor Stores with the columns below and each time I try to import, even if I get all the green checks, the summary has been always skipping all the rows of data, aka then will not import that accounts or companies. I’m not too sure what I’ve done wrong and / or might need to add but I’ve also done it in several different formats being excel, CSV and google sheets. None have worked and NEED HELP!!Name Email Domain City State Country Contact Type Owned By Work Phone BCLS 111 Commercial bcliquorstores.com Vancouver BC Canada Current Customer Anthony Langner 6046609088                

1
Chris from Copper
Copper Employee
5 months ago
T
ToddPeterNew Participant
asked in General questions

New account or delete previous account

How do I erase delete an entire account and start over, or set up another account? Can this be done using the same email?

1
Chris from Copper
Copper Employee
5 months ago
ha2nes
ha2nesNew Participant
asked in General questions

Copper Checkmark Disappeared

Hi there. We are new to Copper. Perhaps someone can help?Until a few days ago, there was a Copper icon with a checkmark in our Gmail user interface. This could be used to control whether the message should be shared with Copper or not. This icon + checkmark has disappeared.Otherwise, email sync and other functions are working properly. What could be the reason for this?Thank you very much and best regards.

1
alex
5 months ago
S
samrmEngaged User
asked in General questions

Unsyncing from Mailchimp Audience via Copper

Is it possible to unsync a Contact from a Mailchimp audience through Copper?Or can this only be done manually through Mailchimp?

3
Michelle from Copper
Copper Employee
5 months ago
K
keith.sullivanNew Participant
asked in General questions

Issues with Google sync settings

I am trying to click the Google Contact 1-way sync button, but it’s grayed out, any suggestions on how to fix this? If it matters I have an iPhone, but am signed into a google account on my PC.  

0
K
5 months ago

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