General questions

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

  • 374 Topics
  • 909 Replies

374 Topics

A
ARCOInspirational User
asked in General questions

Why don't some email addresses show up in list view?

I went to send a bulk email of archived opportunities, and some of the primary contact’s email addresses were not showing up in the list view...but when I checked their profile page, their email does show up… I need these emails to go out, but will they? Thanks!!

10
A
7 months ago
J
JaneNew Participant
asked in General questions

Filter - Min & Max

How do I select a price range on Copper? I  want to select buyer from R3 mil to R5 mil, however each option (min and max) has a min and max amount, how does this work, I have tried everything and it keeps pulling up the incorrect buyer pool. 

1
Michelle from Copper
Copper Employee
7 months ago
A
andrewbermudezEngaged User
asked in General questions

Why aren't Copper reports unavailable via iPad Safari Browser or Chrome Browser?

I can never access Copper Reports on the Desktop mode of the browser either using Safari or Chrome. Why? Below is a screenshot of the message I get. I’d love not having to go to my workstation to see how our team is performing.  

1
Michelle from Copper
Copper Employee
7 months ago
D
DavinNew Participant
asked in General questions

Importing new AND current People records

I recently attended a conference and wish to upload the attendee list to our database. The attendee list, which is in CSV format, has each individual’s name, company name, and position title. It does not include their emails. Some of the individuals are in our database, others are not. What is the most efficient way to:Import the records I have in the spreadsheet/update existing records in Copper without creating duplicates, especially considering that I do not have emails associated with each record in the spreadsheet? Tag all of the individuals on the spreadsheet without overwriting their existing tags?I believe this would require identifying who is currently in our database, exporting that list, and cross-checking the exported records with the CSV spreadsheet, but that seems rather cumbersome. What is the best way to go about doing this?Thank you.

2
D
7 months ago
V
VINIVEngaged User
asked in General questions

Creating a product and a price

Hi Copper, can I create a list of products and associate a price to each product in my Opportunities? My business is structured so that I have a series of base packages, for example:  Premium - 100 eurosElite - 500 eurosExclusive- 1000 eurosIn addition, I have a number of additional “options” that can be added to the product packages and that also have an associated cost, for example:Private label - 50 euros Personalized wine corks - 25 eurs Personalized wood cases - 75 eurosWhen I create an opportunity, I would like to be able to select the base package and have the associated price show up in the opportunity “value”. And if I add options, that those additional prices get added to the total value.Is this possible, and if so, how do I go about setting this up? I’ve used other CRM systems in the past where it was possible to create a product and the associated price, but I don’t seem to find this on Copper, which complicates our sales reports and reducing errors related to manual inputt

1
Michelle from Copper
Copper Employee
7 months ago
A
Alan ReidNew Participant
asked in General questions

Team definition?

Can I use multiple emails?  Do team members have to have the same email url? 

1
Michelle from Copper
Copper Employee
7 months ago
N
NishEngaged User
asked in General questions

Copper to Google contacts

Any idea how much time does it take to update contacts in Google from Copper. Its been over 3 hours but the label is still not showing up?

2
Michelle from Copper
Copper Employee
8 months ago
P
pgarnerNew Participant
asked in General questions

Is there a way to categorize multiple company records at the same time?

I recently uploaded a list of prospects and they are uncategorized in the record. I have categories like Potential Customer, Current Customer, etc. I’d like to categorize them all as potential customers without having to go through each record one by one.

3
P
8 months ago
E
Erik WochokNew Participant
asked in General questions

Adding a file using Link to Google Drive

HELP!!!!My Copper Account was set up for me in my new job and I was able to add files by linking to Google Drive. I updated some of my Google account settings on my phone to be able to utilize Copper on my phone but I still couldn’t use Copper on my phone to upload from Google Drive. I can’t remember which settings were updated but now I can’t upload files by linking to Google Drive. I can upload documents by using upload from my computer but I would rather Link to Google Drive.Any assistance is greatly appreciated. Thanks,Erik

4
Michelle from Copper
Copper Employee
8 months ago
M
MikeP_OutlookGardensNew Participant
asked in General questions

Default lead status - NEW

I can filter on leads by create-date.I have leads that are set to status = NEW … and have been for many months.It seems NEW is not very meaningful.  Is there a strong reason I am missing to have a status = NEW, versus defaulting all new creates to UNQUALIFIED?Is it possible to mask/hide a default status?Thanks in advance for any insights! 

3
M
8 months ago
A
Antoine CôtéNew Participant
asked in General questions

Projects - Customize columns headers

Why can’t we add columns in the project section that are related to custom fields? We can’t do the same thing than with the People, companies or opoprtunities. Please advise? Somehow, we can only select a few built-in columns. Thanks for your help

3
Michelle from Copper
Copper Employee
8 months ago
C
cae787Engaged User
asked in General questions

Can you filter by zip code in People records?

I work in real estate and will need to be able to filter clients by the zip code they live in. For instance, I am working with a buyer who exclusively wants to buy a house in 90210. I have sold a bunch of houses there over the years and want to contact some past clients who may be tempted to sell. The easiest way to pull that list would be to filter by the zip code stored under address.  Is that possible? If the address field is not filterable, the workaround I have planned is to create a custom text field for zip code that would exist in addition to the zip stored under the standard address field. Thoughts?

5
Michelle from Copper
Copper Employee
8 months ago
M
mkmNew Participant
asked in General questions

Create a unique Project ID Number

Currently there is a 7 digit number code that’s associated with each project. The number has no logical association with the project and I would like to be able to create a unique project number that automatically generates with each project creation. I am hoping to use this unique ID for all my google drive, folder, file, invoice structures.

16
Michelle from Copper
Copper Employee
8 months ago
N
NishEngaged User
asked in General questions

Email are not syncing with Gmail (any idea)

Our company has GSuite workspace but our email are not syncing properly even though everyone has extension and their setting has Sync on for their emails (Copper is not replying on time lately, So had to post my doubt here) Any help would be appreciated on this please! Thanks

3
Michelle from Copper
Copper Employee
8 months ago
C
Carla CalderonNew Participant
asked in General questions

email templates not showing

I created email templates. They show in my email templates in my settings, but when I go to send a batch email they do not show. HELP!

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

Problem importing opportunities

Hi I used the template Copper provides for importing opportunites.  It worked to some degree, but “last contacted” “interactions” and “inactive days” “email” and other fields did not import and I had that info on my spreadsheet So my question is: Why is some data importing but some not? I attached a screenshot of what I am seeing and the actual spreadsheet I used Curt 

1
Michelle from Copper
Copper Employee
8 months ago
Z
ZFulkersonNew Participant
asked in General questions

Can't access company's pipeline

My company sent me an invite link. I clicked the link and followed along through the process of what I thought was signing up. But now I’m in my own empty pipeline under my own “company” with no way to access the company I work for’s CRM. I am so confused. Any help would be appreciated. 

3
Michelle from Copper
Copper Employee
8 months ago
E
ElieshaEngaged User
asked in General questions

Importing People to an Opportunity

I see that his has already been asked, but the comments were closed on the original post and I would like more clarification. The chat function on Copper doesn’t seem to be working right now, so I’m reaching out here. I want to confirm that once I create an Opportunity or Pipeline, that I cannot then import people who are already in Copper into that pipeline? Do I have to add them manually one by one?Thank you.

5
Michelle from Copper
Copper Employee
8 months ago
M
mandmoh13New Participant
asked in General questions

Moving Columns - company name as first column in Leads list view

On LEADS I would like the first column to be Company but it keeps defaulting to First Name. How can I change that?  It seems that First Name is fixed and I cannot drag it or customize it. 

5
Michelle from Copper
Copper Employee
9 months ago
A
AndelNew Participant
asked in General questions

Email tracking of emails

How do you look at if emails sent by team members have been opened? Andy 

1
Michelle from Copper
Copper Employee
9 months ago
R
ronwoodNew Participant
posted in General questions

Google contact integration - is it two way sync?

I am in the trial for Copper. I do not want to waste too much time without understanding the Google Contacts sync in more detail. Can someone tell me if the current GC integration is two way?

1
Michelle from Copper
Copper Employee
9 months ago
R
RebeccaBEngaged User
asked in General questions

Duplicate Tasks

Wanted to Ask a question on a related thread, but it’s been closed for comment.  Here is the answer in the closed thread on how one might go about creating duplicate tasks: _________________While not a native feature, there'd definitely be a way to do this via Workflow Automation.You could create say a "checkbox" field on a task called "Duplicate" (or you can use a tag on the task if you'd prefer), and then you'd set up in Workflow Automation, a trigger for when that duplicate checkbox is checked (When a specific field is updated on a Task), to create a task, using variables from the first task to pull over each field you want duplicated over.You can find the variables you'd use on this page here:https://support.copper.com/hc/en-us/articles/360014085894-Automating-your-Account-with-Workflow-AutomationHope that helps point you in the right direction!Curious what use-case specifically you find yourself having to regular duplicate tasks? I’ve set this up, but my new duplicate tasks are ju

1
Michelle from Copper
Copper Employee
9 months ago
S
SethDEngaged User
asked in General questions

Email Best Practice when People Leave/Change Companies

Hi All, How do folks handle email addresses when a person leaves a company or changes orgs? It seems to make sense from a historical records perspective to keep existing (obsolete) email addresses in a People record so Activity associated with that address remains. However, we’d like avoid confusion internally about which email address to use when communicating with our people. As an aside, with people in certain industries changing jobs regularly, our People records have started to accumulate quite a few email address! Thanks,Seth

3
Michelle from Copper
Copper Employee
9 months ago
A
andrewbermudezEngaged User
asked in General questions

Filter Opportunities by Win Percentage %

I want to create a filter to create a view of the opportunities my sales reps have with a 70-90% Win Percentage. That way they can focus on following up on the opportunities with the highest percentage of closing. How do I do this?

1
Michelle from Copper
Copper Employee
9 months ago
Jodi
JodiEngaged User
asked in General questions

Email Templates merge fields not working in Gmail

We are working on creating an email Template that has merge fields. When we test it from Copper it displays the fields and sends the email with the details correctly. However, when we use the Gmail Chrome extension to send and email using the Copper email template it does not pick up details of the merge fields (we were replaying to an email). Does merge fields not work if sending emails from Gmail? 

1
Michelle from Copper
Copper Employee
9 months ago

Badge winners

Show all badges

Zapier 1

Terms & ConditionsCookie settings