Question

Questions - Best Practices for Pipelines, Tracking, Pinning etc.

  • 4 April 2022
  • 1 reply
  • 24 views

I am working with a client and trying to customize Copper for their needs:

 

They are a lobbyist with contractors around the country and he doesn't use the pipeline to reflect revenue.  What we need is to be able to:

 

1.  Example - track mini campaigns - legislative meetings, messaging, campaign plans, etc.  What's the best way to set this up without duplication of tasks in Projects?  

 

2.  Example - if someone creates a "Pinned Note" - only the person that created it can change it.  Sometimes another contractor needs to update that note.  How can they do that without copying/pasting and deleting the previous note?

 

3.  Example - since he is not using the Pipeline to track revenue, is that the best place to build out Onboarding clients, prospective clients, etc?

 

4.  Example - several different clients have specific needs they want met by a government agency.  What's the best way to create the agency and track the client's needs, progress, etc. and be able to link it back to each specific client or update it as legislation changes?

 


1 reply

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Hi @BC Admin, these are great questions! Let’s dive into each one.

 

1. Example - track mini campaigns - legislative meetings, messaging, campaign plans, etc.  What's the best way to set this up without duplication of tasks in Projects?

To clarify, are you trying to track the items that your client needs to do in order to set up a mini-campaign? Like a to-do list? Or is it more for tracking which contacts were on the receiving end of those campaigns? Or maybe both?

 

 

2. Example - if someone creates a "Pinned Note" - only the person that created it can change it.  Sometimes another contractor needs to update that note.  How can they do that without copying/pasting and deleting the previous note?

In this case, I recommend they leave a comment under that Note. This will allow them to add updates while preserving the original content. Plus, the team can @mention each other in those updates. And you’ll always have a record of who said what.

Here’s an example:

 

 

3. Example - since he is not using the Pipeline to track revenue, is that the best place to build out Onboarding clients, prospective clients, etc?

Do you mean how can they keep track of who is an onboarding client, a prospect client, etc? Or is it more about looking at a prospective client and seeing where they are in the sales process?

If it’s more about categorizing them, you can do that using Contact Types.

You can customize Contact Types by going to Settings > Customize > People > Contact Types.

Once you customize those Contact Types, and fill them out for your People and Companies, you can use it to filter your lists.

If it’s more about tracking where they are in a process, you can create a custom dropdown field to track that. Here’s an example:

To set create that field, go to Settings > Customize > Manage Fields on Records > People or Companies > Create Field.

Like Contact Type, you can filter your list based off of that dropdown. So you could filter to say: show me everybody who has a Sales Status of “Demo scheduled”

Since you’re not using Pipelines to track revenue, you do have the option of creating a custom Currency field to store a monetary Value for each Person or Company.

By the way, you question reminds of of this one that another Community user posted:

 

 

4. Example - several different clients have specific needs they want met by a government agency.  What's the best way to create the agency and track the client's needs, progress, etc. and be able to link it back to each specific client or update it as legislation changes?

Hm, would you mind giving me an example of something that the agency needs to take care of?

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