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I’m an advisor to a team, who are using Copper (and Gmail); I have emails with the team and others, about “opportunities” which I would like to associate with those opportunities. I can generate an email address in Settings / email however if I forward a message to that address it just disappears there is no way that I can find to either direct it to the opportunity when I’m forwarding it, or to pick it up in Copper and associate it?
I would really prefer if copper provided me with a compact list view for all lists. I want to see way more contact, leads, etc. in a single list than what Copper currently displays just like Gmail’s compact inbox view. Way too much white space in each row, and also in the header. All the space makes me have to work, harder to scan through lists, and scanning is much more difficult because my eyes have to skip past all the white space. That’s why apps like Gmail offer a compact list view option.
I’m a Realtor. For example, I have marked an event on my calendar for an open house I will hold. I do not want this to go on my client’s gmail calendar or have them receive an email about it, but I DO want to have it linked under related calendar events. Same thing with any calendar events related to things like option expiration, financing deadlines, closing day, or other important dates. What should I do?
Hello everyone, I heard that you could add your mobile phone’s texts/contacts to Copper and so actual text messages with your clients could be tracked (ideally the actual content of the texts to be recorded on their Copper record, the clients). Unfortunately I’ve made a mess of it. I went to SETTINGS > SMS and clicked SMS Tracking. Then naturally I wanted Copper to have my contacts on my phone (in order to match and track). My phone contacts are about 1,650 units, and I wasn’t about to go through all of them, to figure out which contacts are part of my work. So I figured Import them all to Copper, as my contacts. Then I thought Copper would match phone numbers on Copper to my contacts and therefore recognise that it was a work text and make a record of the texts on Copper. Unfortunately it has taken all my imported contacts to become CLIENTS on Copper! Plus the texts are not recorded, just the fact that a text has been sent, and it seems the text need to be initiated from Copper app
Hi,I am able to add custom fields to people records and the appear in the filter list, but I can not find a way to include them in the visible headers in the list itself. (I only see the default fields in the settings for visible columns.)For example, adding a drop-down field for people named "Progress" with stages for evaluating applicants for a hiring process where the hiring process itself is registered as a project. I can link the candidates to the project for the job and use the filter to see only the applicants for that position, but I'd like to see the current stage of each applicant in the list to quickly get an overview and easily identify and follow-up the progress of each candidate. Is it possible to add custom fields to the headers in lists and if so, how?Best regards,Bjørn Danielsen
Hi there, In our demo, we spoke with our rep about the need to link profiles for partners and spouses. He mentioned there is a workaround to achieve this through linking the two profiles. One would be the primary contact (indicated by a field) and the secondary contact would be linked to them. For context, we work in real estate there are two reasons we have to make this work. First, more often than not, we work with a husband and wife when they buy or sell a home. The client is two people with two email addresses. Both are equally important. Both will have activity logged. Both need to be tied to the pipeline in one way or another. Second, when we have email and mail marketing campaigns, we need to pull data in two distinct ways. For email, it is relatively straightforward with the individual profiles. But, when we do mail campaigns, it is important to differentiate between a primary and secondary contact so that we do not send duplicate postcards to one house. The plan is to pull d
Morning, I’m having an issue relating a person to a company (she doesn’t come up when I start to type her name in but she is definitely already entered). I’m wondering if it has to do with the fact that she is already related to another company. The end goal is to have her related to 2 companies since they are both hers. Can a person be related to 2 companies? If so, why might I be having issues relating her to the newer one? Thanks in advance!
Is there any way to filter off a date field by “Last 30 Days” or something similar? The default options of Last Month or Last Week don’t quite work for this. Nor do exact date ranges. If this ability does not exist, is there a workaround? I would also request that it be added to the default filtering options!
I have 93 options for a dropdown custom field. I have tried copy/pasting them in, but the entires are on a single line. I see that 500 options are available, but there has to be an easy way to import that information. For context, the dropdown will feature 93 options for neighborhoods on the people record. We work in real estate and neighborhoods can be very granular.
I see I cannot add multiple filters in different records.When I change the record then the filter change again and is not accumulating the information filtered before. I really need this option!!!! This is VERY IMPORTANT! My previous CRM had this option and for my business is indispensable. Do you think you can work on it?How can I see your answers? Thank you!
How do folks handle a contact/person that has left a certain company or organization? Assuming they don’t come back as a lead at the other company, do you change the contact type? For now, I have created one called “No Longer with Company” as I didn’t really want to delete them… are there other ways to handle this beyond actually deleting the contact?
As the title already says; every time I add an email template to the email i’m writing, it automatically is inserted at the bottom of the email (below my signature). Before this wasn’t the case. It changed after I added one more template to my copper templates. Has someone any tips to solve this?
My Sales team do demonstrations of our software, we are wanting to track how many demonstrations they do per time period, but would also like to also build a report that shows how many demonstrations we have done for a potential customer. I thought of adding Demonstration (Demo) to the Log Activity dropdown, but I don’t see that ability, which leads me to think those are just standard selections only. Ideas how to track demonstrations separate from other meetings we have with them, then I think I can pull it into my activity insight (hopefully).
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