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Question about Copper's "tracked email" from Gmail - If send an email and then I open the email I've sent, does my opening count towards them (the customer) as an opened email? If yes, is there a way to determine how many times the customer opened it or if they even opened it at all vs. my opening the email.
I am evaluating Copper and really like it. Connect Fields are a powerful differentiator that most similarly priced CRM software lacks. As powerful as they are, they would be infinitely more powerful if they could include a simple text description field or better yet drop-down menu. For instance I’ve created a connect field between Companies. But when I connect two companies there is no way to define the nature of the connection. For instance if there was a simple text field I could enter “client/architect” or “owners are friends” when the connection is created.I realize I could create a large number of different connect fields with dedicated labels for each type of relationship, but that adds a heck of a lot of noise when one relationship is more than adequate as long as you can give it a description.Thank you!
We’re looking to sync contacts with Copper to our mailing lists and vice versa. What we’ve discovered in doing a deep dive is that there are a lot of contacts in Copper not in Mailchimp and we have contacts in MailChimp not in Copper. Is there any easy way to do this going backwards? Our forms have been fixed so that they are now populating both areas. Second question around syncing existing contacts. Are we able to upload a list of emails to assign a tag in the people/company record that matches that list? We are looking to bulk update contacts based on conference attendance and some marketing outreach done with different partners.
We’re trying to understand the benefit of importing inquires into leads instead of people. I understand the qualification aspect and we do need to do that. What becomes challeging is that it can take some time to qualify that person and there are interactions that need to be documented that are not supported in leads.Th other key aspect we are trying to sort out is capturing source information from that inquiry. From what I understand in the documentation, if a opportunity is not created at the time a lead is “converted” then that source information is lost. We are converting leads before they are at the stage of Opps due to what I mentioned above and our workflow. So now I am wondering if we should be importing tags instead so as not to lose that data.And/or do we look at our OPs differently - perhaps a ‘qualified’ stage instead when we convert? The end game is to be able to track our marketing activities (web visits, mailchimp opens, sign up offers) automatically and then hav
Is there a way to automatically upload a record onto Copper that has been filled out on our Website?An example would be: A potential customer clicks on “new customer inquiry” they will fill out the info which will then create a lead record, same as if we were filling it out in copper ourselves.(A further ideal situation would be that we could alert with a notification the person who handles that lead that a new lead has come in).
I use a tool called Grammarly that checks spelling, writing structure, etc. It is a Chrome extension and works on 99% of any of the platforms that I use that allow for text, email, messaging.I am having trouble with the tool when I generate emails from within Copper. It behaves weirdly (e.g. when I accept spelling suggestions, it inserts the word in the wrong place and sometimes deletes the sentence the word appeared in.) Am curious if other users are experiencing the same issue.
I’m an advisor to a team, who are using Copper (and Gmail); I have emails with the team and others, about “opportunities” which I would like to associate with those opportunities. I can generate an email address in Settings / email however if I forward a message to that address it just disappears there is no way that I can find to either direct it to the opportunity when I’m forwarding it, or to pick it up in Copper and associate it?
I would really prefer if copper provided me with a compact list view for all lists. I want to see way more contact, leads, etc. in a single list than what Copper currently displays just like Gmail’s compact inbox view. Way too much white space in each row, and also in the header. All the space makes me have to work, harder to scan through lists, and scanning is much more difficult because my eyes have to skip past all the white space. That’s why apps like Gmail offer a compact list view option.
I’m a Realtor. For example, I have marked an event on my calendar for an open house I will hold. I do not want this to go on my client’s gmail calendar or have them receive an email about it, but I DO want to have it linked under related calendar events. Same thing with any calendar events related to things like option expiration, financing deadlines, closing day, or other important dates. What should I do?
Hello everyone, I heard that you could add your mobile phone’s texts/contacts to Copper and so actual text messages with your clients could be tracked (ideally the actual content of the texts to be recorded on their Copper record, the clients). Unfortunately I’ve made a mess of it. I went to SETTINGS > SMS and clicked SMS Tracking. Then naturally I wanted Copper to have my contacts on my phone (in order to match and track). My phone contacts are about 1,650 units, and I wasn’t about to go through all of them, to figure out which contacts are part of my work. So I figured Import them all to Copper, as my contacts. Then I thought Copper would match phone numbers on Copper to my contacts and therefore recognise that it was a work text and make a record of the texts on Copper. Unfortunately it has taken all my imported contacts to become CLIENTS on Copper! Plus the texts are not recorded, just the fact that a text has been sent, and it seems the text need to be initiated from Copper app
Hi,I am able to add custom fields to people records and the appear in the filter list, but I can not find a way to include them in the visible headers in the list itself. (I only see the default fields in the settings for visible columns.)For example, adding a drop-down field for people named "Progress" with stages for evaluating applicants for a hiring process where the hiring process itself is registered as a project. I can link the candidates to the project for the job and use the filter to see only the applicants for that position, but I'd like to see the current stage of each applicant in the list to quickly get an overview and easily identify and follow-up the progress of each candidate. Is it possible to add custom fields to the headers in lists and if so, how?Best regards,Bjørn Danielsen
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