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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!!
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.
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.
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
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.
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
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!
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?
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.
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
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
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.
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.
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
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
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?
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