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General questions

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578 Topics
1,194 Replies

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578 Topics

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HelenBNew Participant

asked in General questions

Adding document into main body of email template

Hi.How do I add a document created on a Mac computer to the main body of an email template and not as an attachment please? I have copy/pasted the document but it wouldnt save.Thanks

9 months ago

donbowmanEngaged User

asked in General questions

How can i search meeting notes?

We are looking to do a couple of things: “Give me a list of my meeting notes for this time frame” (e.g. into a google doc). But there seems to be no way to do such a search, am I mis-reading? “Search for this text in meeting notes” (e.g. “Feedback meeting”). The search does not seem to find things in the body of meeting notes (activities). Is there a way to achieve this?

10 months ago

DavidHirEngaged User

asked in General questions

Referral Partner Tracking

I have many referral partners. Some of them refer other referral partners. All these referral partners refer potential customers to me. I need to track which referral partners were referred to me from other referral partners, and also which customers were referred by which referral partner. I can’t use affiliate links because these types of referrals are made through personal email introductions. What’s the best way to go about tracking all this?

10 months ago

ak47New Participant

asked in General questions

How can i get support?

Hi, the help and support links do no appear within the browser version nor the mobile app. How do I get any support?

10 months ago

gm89New Participant

asked in General questions

Disabling copper Chrome/ Gmail extension from appearing by defauly

Hey, How can I turn off the extension appearing in Gmail by default? Every time I open Gmail I have to click to hide it… I’d prefer to have it off by default and click if I need it. Thanks!

10 months ago

decienscapitalNew Participant

asked in General questions

How to clone Opportunities and their settings?

Can I clone/duplicate an opportunity setting profile instead of remaking each time? We have custom fields and pipelines names & %, and use the same over and over. Thanks!

10 months ago

trichesList views beta tester

asked in General questions

Where can I see a global Activity Field on the Desktop?

Hi, I find the activity feed useful on the mobile view as It’s a good reminder of all the conversations I have interactions across the last few days / weeks. Is there a way to access this view via a browser?I feel like I might be missing something obvious! ThanksTim

10 months ago

j3warnerNew Participant

asked in General questions

Deleting undeliverable emails

I have a large list of emails currently in my Copper CRM that are undeliverable. How can I delete those contacts in bulk from my Copper contacts.

10 months ago

speightazNew Participant

asked in General questions

Emails on company page

Please can an email field be added to the company page?

10 months ago

XingaNew Participant

asked in General questions

Sending bulk email using aliases?

Hello!I am wondering if you are able to send bulk emails using aliases?For example: My main email linked to Copper is emailone@adress.com but i have emailtwo@adress.com and emailthree@adress.com as aliases that I use for different customer segments.I want to be able to adress my first client group through emailone@adress.com and the second customer group with emailtwo@adress.com etc. Thank you in advance!Best regards,Li

10 months ago

XingaNew Participant

asked in General questions

Custom lead view for different teams?

Hello!I am looking for a crm system for my organization, and Copper looks promising.I work within a business that sells services in different segments that target different kinds of clients. Hence have different sales people dedicated to the different segments.I’m wondering if there is a way to manage access and visibility regarding leads and pipe-lines so that different parts of the working teams in the organisation does not interfere with the other team? For example the sales team working on B2B only sees B2B while the B2C can focus on B2C.By having all the information available for everyone would get messy quite quickly, I’m trying to figure out a way to keep things ordered between the different teams.I have looked accross the internet and not really gotten my question answeded, thank you! Best regards,Li

10 months ago

flora.pataiNew Participant

asked in General questions

Can I set requirements to move an opportunity to another stage?

I would like to set that an opportunity can be moved to the next stage only if certain fields are filled in. Is it possible with Copper?

10 months ago

JeannineNew Participant

asked in General questions

Copper as a development / fundraising tool for a non-profit

Hi -Does anyone use Copper as a CRM for their development / fundraising work and have best practices to share? I’ve inherited a highly customized database that is not currently meeting our needs. Thanks,Jeannine

10 months ago

Dominique FisherNew Participant

asked in General questions

How do I change/add to 'Status' fields for Opportunities?

I am trying to add another field in Status to meet our business requirements - can I do this? I cant seem to find a way to ie the hover pencil is not appearing etc

11 months ago

RinCameliaNew Participant

asked in General questions

How do I export the Primary Contact from a Company?

Hi!I’m working on exporting our data from Copper, and I noticed in the Company export, the listed Contact name doesn’t get exported. Is there a way to export this?

11 months ago

ZunflazNew Participant

asked in General questions

Problems with lead visualisation

Hi everyone, I’m writing to report a bug. If I search for a copper callsign, it gives me the list of associated callsigns as output. In addition to the actual contact, it also indicates the leads, but those leads cannot be consulted because they have already been converted into contacts.

11 months ago

Aran BNew Participant

asked in General questions

Reply to emails sent to others in team

Hi there, Is it possible to reply to an email that has been sent and come in to a different member of the team? E.g. if we are picking up on their conversation that they had with a customer? If not this would be a killer feature. Thanks,Aran

11 months ago

NickPremierNew Participant

asked in General questions

Add file button missing

Hi, from a desktop web browser (Chrome) if we are in an opportunity and it already has files attached we can no longer add more files as the add files button is no longer available. The add files button has always been available in the past (even if there were already files attached to the opportunity).Can anyone shed any light on this?Many thanks.

11 months ago

ortolanochrisNew Participant

asked in General questions

Mapping Custom Fields

Hello! Created a LinkedIn Connection Degree text field in CopperMapped the Connection Degree Level field to LinkedIn Connection Degree field in Surfe LinkedIn Degree field appears in LinkedIn and Copper without 1st, 2nd, or 3rd degree dataUsing Chrome - LinkedIn | Surfe | Copper play nice otherwisePlease see attached 3 screens and I’m open to any suggestions, thx!- Chris

11 months ago

ortolanochrisNew Participant

asked in General questions

Tag People Who Have An Opportunity in a Specific Pipeline, so we do not contact them regarding the same product

I have a problem with our marketing department. They are sending emails about a product that our sales reps are already talking to them about. Is there a way to automatically tag the “Primary contact” of an opportunity whenever an opportunity is created in a specific pipeline, so that our marketing team doesn’t email them about the product they are already engaging with our sales reps about?

11 months ago

samhembreeNew Participant

asked in General questions

How do you handle Wrong Timing?

I’m curious how folks handle opportunities that are a great fit but want you to follow up in the future? I don’t want to have inactive deals sitting in the pipeline, but I don’t want to lose the opportunity.Our solution was to set up a “Re-engage” pipeline for such opportunties, but not sure about the best practice here. Thanks!

11 months ago

mai122New Participant

asked in General questions

How to export Copper ID of Primary Contact from Opportunity

Hello, I want to export Copper ID of Primary Contact from Opportunity. What I'm doing now is use VLOOKUP by the company ID & PrimaryContact name from People.I would be happy if I can export CopperID from Opportunity data.

11 months ago

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