Copper does not allow regular users, (i.e. non-system admins such as junior sales reps), to mass upload a CSV. list of prospects. This feature is only available to system admins. Non-system admins also cannot access the “new” reports feature, so they have no access to their activity logs, meetings booked, etc.
The only available option is to either make junior reps system admins (giving junior reps full access and the potential of accounts being deleted, or altered, etc.) OR to limit their ability to only view accounts that they are the Owner for.
The second option to limit their ability is also a terrible solution because they won’t be able to see if an Account is already in the system, or if the account is under someone else’s ownership. This limitation will result in duplicate accounts being added to the system along with other issues. How is one supposed to cross-reference anything.
What is the point of the “teams & visibility” settings? As of right now, it’s either I make all my junior reps a system admin, or I give them the ability to alter data that they do not own. This is a serious workflow and data security issue for any sales team.
There’s also no live help with Copper and the Technical support says to post to this forum in hopes their dev team actually cares. I look forward to the feedback.