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Please help, it seems to affect contacts that have apostrophes in their names. What did I do wrong and how do I fix it?
Basically, every stage in our pipeline involves a set of tasks or to-dos that need to be done before moving to the next stage. How do I build this in Copper?
Hey, I’m trying to grab an API key and the instructions are telling me to go to Settings > Integration. But when I open Settings I don’t see an Integrations section?
I need to transfer ownership to someone else. How can I do this?
I’m on the Basic tier but I want to get on the Professional. How do I update my subscription?
I have office address and mailing address. How do I store both? Thanks!
Just want to make everything stays clean after I import it. Please let me know if there is a way to do this.
For instance, there's a correspondence with a real estate attorney that I don't wants sales representatives natives to see.
We communicate with the same individual but often times on different email addresses and we would like for all the information to be merged under one contact.
For multi select is there a special way I’m supposed to format for importing? Do I need to make the dropdown options prior or will they get created when I import. Thanks
I need to redo it. How do I get rid of the previous stuff? Thanks
I tried to import opportunities but they’re all called Imported Opportunity: Row X. Of course X is a different number for each one. Did I do something wrong and how can I fix this?
If I delete one of my company's Copper users so that I can replace him with a new person/new email address, will I lose record of all his email history and whatnot?
I’m trying to show which companies are parent/subsidiary companies to each other. What’s the best way to do that?
I have someone new on my team. How do I add him to copper?
Can we import "tags" into Copper and make it a column in our people, companies and opportunities spreadsheets?I’m thinking our locations could be listed in the Tag field, this way we could tag people, companies and opportunities and then filter them by tags.
He’s taking up a spot in Copper I wanna give to someone else. Please advise.
We would use this to check in on the client’s satisfaction/progress after 3 months and probably again at 6 months. How do we set this reminder for our rep to follow up? Thanks!
I see field key when I create a new field. What is this and how am I supposed to use it?
Can somebody explain this to me? I want to understand if this is something we should be using. Thanks
Hey, a bunch of my opportunities are turning pink. What does this mean and how can I turn it off?
Some of my opportunity cards have a red dot. Some of them are grey. Can someone explain what they mean?
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