Share your questions so we can make your life a little easier.
- 439 Topics
- 1,054 Replies
Create a email notification for all new opportunities created
Hi, I’ve been trying to find a way to email a summary of the opportunity information entered when an opportunity is first created. I’ve made a Zapier zap to JotForm but for some reason JotForm is not emailing my submission. Although the submission is recorded in the JotForm database. It seems like a obvious feature to be able to set a notification to an email if a new opportunity is created. In this case it would be our group sales email. thanks,
Create a "My" Public filter
If you go to Pipelines, there is the My Open Opportunities view, which magically filters based on the Owner record of the User. I want to create additional My views that can be used publicly by all users.Let’s pretend I want to create a view called My Open Opportunities with Source Cold Call. I use the My Open Opportunities view and then add the search criteria of Source = Cold Call. I saved it as a Public filter. When I talk to another user, they try to use the Public View I created and the Owner By = Me. Is there a way to create Filters that will update the Owned By based on the current user?Thanks!
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?
How does Copper handle groups of contacts?
I have 700 active members and I’d like to be able to treat them as subgroups on different topics. I’ve been doing that with 29 google groups, but if a person changes their email, there is no easy way to fix them across those groups. Is this something Copper can handle? Tag a bunch of people, be able to create a calendar invite to those folks in google calendar, etc?
Italian P.IVA - VAT Number in Copper
Good morning! I’ve got an administrative question for you.I’m an Italian resident and I’m using Copper as a person.In 2023 my italian fiscal/administrative situation will change and I’ll need to receive an invoice connected to my VAT Number (in Italy the name is Partita Iva). Do you think it will be possible? Thanks, Francesco
Automatically Calculating Days Open
We have an opportunity field for when the opportunity is kicked off that is separate from when the opportunity was created. I’m wondering if there’s a way to calculate the number of days from the current date to that kick off date automatically without having to update a field to trigger the calculation? I’d like to be able to see my pipeline at any time and see how many days it has been for each opportunity since the kick off.
Date format in Legacy report vs Settings
Hi,In settings, I’ve set my date formatting to DD/MM/YYYY. But in the (legacy) reports it appears as MM/DD/YYYY. Is this a bug or can I format the date in a different way?If it’s a bug, or an intentional feature which I would find strange, is there a potential solution?Kind regards,Jesper Doorn
Primary Contact on Account
I saw the article on how to change the primary contact on a company record, which essentially involves removing all the contacts until the primary is listed first. Is there any other way to accomplish this, such as a field somewhere on the Company record. Because this email is used to leverage bulk email send functionality, it makes updating large numbers of accounts quite difficult and time consuming. Are there other ways to target different fields/contacts in the bulk email functionality at the Company level?Thanks!
How to Add Google Cal Event into Copper from Alias Email
I have an alias email where clients send an email request to and I get it to my work email. I answer from my work email but events are scheduled through the alias email google cal. The google cal is shared with my work email as well. My work email is the one linked to Copper. Can I add the google cal events into clients logs in Copper? I see I can create a reminder, but I want to show that the event is booked in their opportunity. Please let me know, thanks!
How do I add an API Key without the Integrations tab?
I am trying to sync my Copper account to my LinkedIn account and all of the links say to go to Settings >Integrations>API Keys. I cannot find the Integrations tab in my Copper account. Is there another way to sync up my Copper to my LinkedIn?
Emails not visible in Copper
Hi, I have the issue that my email conversations are not visible for neither me nor my team in Copper. This is the case for a few days now but before that it usually always worked. My email visibility is set to visible by default, so that is not the issue. Hope someone has an idea!
The Copper iPhone app, what's it good for?
Hi. I’m new to Copper following a long search for a CRM that fits our business.Having settled in with the desktop app I moved on to the iPhone app and I’m struggling to find much utility in it -- how does everyone use it? - what am I missing?For example, there is no Gmail mobile app add-on for Copper (unlike Pipedrive and others) so if a new potential customer emails me with an opportunity I’ve got to wait till I get back to the office before I can process it in Copper.How do you folks handle this? It’s a bit of a show stopper and I’d really appreciate some guidance. Considering Copper is supposed to be the premier Gmail-aligned I’m amazed and disappointed that it can’t talk to the Gmail iPhone app.
Copper for Gmail mobile
I’m in sales and need to add a Copper extension to my gmail, so from my mobile, I can relate and add emails to accounts. I spoke with support and they said they don’t have an extension yet from Copper on Gmail/mobile which makes NO sense to me,When I’m in the field and check my email, I need to be able to disposition those emails and connect them as I’m on the go. Yes, I have the extension on my desktop, but that just creates more work if I have to log into desktop at end of day to sort and connect emails while on the go.Anybody else run into this roadblock?
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