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1 month ago

Platform Q&A

Your source for all your Copper questions and platform knowledge

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Calendar Event activity type - what is the source?

I think that the “Calendar Event” activity type is intended to relate to any event that occurred in the past that has at least one Person or Lead listed as an attendee at that event.But, when I view the Activity by User Legacy Report, the counts are much higher than I would expect. For example, when...

Copper Reports

Workflow Automation - Providing Future Dates

I am trying to setup an automation that will calculate an end date. So for example we have 3 custom fields: start date duration end date I want to know if there is a way to set up an automation so that if start date and duration are entered, the end date will automatically calculate.Additionally I n...

Workflow Automation

Reports - Insight Builder - Tag Function not working

I have a Insight where I want to filter out a specific tag for People Data. When I created this insight, the removal of the tag worked correctly. Fast forward a week, and the tag removal no longer works. I get the same number of clients whether the tag is turned off or on. The underlying data is...

Copper Reports

Data syncing in reports - what time?

Hello, I have read on Copper that the data sync for Copper reports happened every 24hours. However I have not been able to find exactly what time this sync occurs? We would like to know when that happens in order for our scheduled emails to always send over reports with data that is up to date. Is...

Copper Reports

Reporting on Pipeline/ stage stats

I just wanted to ask if anyone knows whether there is a way to report on what the state of the pipeline is as the report is sent? I am keen to report on the current Opp count in each stage, the current values etc, but almost in real time as the report is sent. Thanks

Copper Reports

Workflow Automation / ToDo reminder

I need help with creating a reminder for my sales reps to regularly check in on customers. I need the workflow automation to find all companies that zip code begin with 790 and have not been contacted in 180 days create a todo for the owner in copper to contact them.

Workflow Automation

Archiving old projects?

Is there a way to archive completed projects, or can we delete them and all the notes stay with the contact? I want to keep my notes/tasks associated with the project, but don’t want it to continue to show on the project list page. Thanks in advance!

General Questions

Copper so slow

How to speed up because becoming very frustrating product to use.

General Questions

Integrating ActiveCampaign with Copper

Hey Everyone, Are there any ActiveCampaign users out here who have been looking to integrate it with Copper?If so, I’d love to better understand your use case and possibly schedule a chat to learn more about it. For context, I am one of the co-founders of Outfunnel and we specialise in connecting ma...

General Questions

Copper to Clickup via Zapier - Specifically Tasks

Hello everyone. For the meantime, I’ve decided to work with ClickUp for all of my task management. I’ve found that there’s a pretty decent flow of info from Copper to ClickUp via zapier.I am now forwarding all tasks to ClickUp via Zapier, but I can’t seem to the get the detail of the task itself ove...

Workflow Automation

Need training on how to use Copper after many years using ACT

After many years of using ACT, I need training on how to use Copper.Anyone can help guide me in the right direction?

General Questions

Workflow Automation Problem

Hi,I’ve been trying to create a workflow automation to send a task to revise the close date of an opportunity when it’s past due. I don’t want the task to be sent if the opportunity is in the “Order received” stage but Copper keeps sending the task for opportunities in that stage. Here’s what I put...

Workflow Automation

How can I remove abandoned opps from my pipeline?

Once I move one of my opportunities to lost won or abandoned it seems to hang around. How can I remove them completely off of my pipeline? Or is there a way to move them back to people. Cheers

General Questions

Adding existing leads to a new pipeline

I’d like to take about 500 people who already exist in Copper as leads but move them to a new pipeline. In other words, all 500 people already exist as people in Copper, but I want to put them in a new pipeline. Can this be done in bulk? I can’t seem to figure out a way to add opportunities outside...

General Questions

Interconnecting Fields between People, Companies, Opportunities, etc

We have some standard fields such as Lead Status (we don’t use Leads section) and some Custom Fields which do not populate from say People to Company even though under Custom Fields I have made them visible under both. Is this a glitch? If not, how do I get them to interconnect?

General Questions

How to Delete Import Tags?

How do I delete Import Tags? They are a mess!

General Questions

Do you know how to create a cohort analysis for understanding the pipeline mechnics

I would like to understand how opportunities move through the pipeline, e.g.what are the conversation rates from stage to stage how long do opportunities stay in a stage and so forthDo you know where to find this or how to create such a report?

Copper Reports

Rationale for no Source on People?

The Lead record has a Source (which is a list of options).However, the Person record does not.What’s the rationale for this? When I convert a Lead to a Person, I lose this information. Its also something i’m confused of as i integrate w/ Mautic.If I create a ‘custom field’ on Person for Source, it d...

Integrations

Basic Introduction to Copper

Hi, I am new to copper. I really like it but find it confusing because it’s so complex. I am wondering if there is a video or webinar “ A day in the life of a Copper user “ that would just walk me through the basics.Thanks,Peter

General Questions

Ordenar mis plantillas de mail

¿Existe una manera de ordenar mis plantillas de correo electrónico?Me gustaría elegir yo el orden en la pantalla, y ya sería mucho mejor la posibilidad de agruparlas en carpetas, pues tengo plantillas para clientes, plantillas para prospectos, plantillas por producto, etc.Gracias!

General Questions

Etiquetar personas en grupo

Tras un filtrado en “Personas”, quiero asignar a varias de ellas una etiqueta.Hago clic en varias de ellas (casilla de la izquierda) y las selecciono, y a la derecha las edito, asignando la etiqueta elegida. Luego guardo los cambios…..….y desgraciadamente no funciona, las etiquetas no aparecen en la...

General Questions

Is it possible to have private tasks?

I use an external app for managing many work related tasks that are not sales / project related. If I could have private tasks, I could see myself getting rid of that external app and managing all of my work items within Copper. Not sure if this is possible. Thanks!

General Questions

Tracking proposal sent / month

One of the heart beats of my business is how many proposals sent a month. If we do 4 & 75% conversion, we’re good. I’m trying to find a way to track this metric. I’ve tried a few approaches on this and did have a very manual solution but I want to make it easier to manage.Currently, my best idea...

Copper Reports

Custom field returning number on workflow automation

Hi,I am trying to create a cloned opportunity in a project management pipeline that is named “client name - “ And the sales Type of the Won opportunity. I have a custom dropdown field for sales type that carries from the sales opp to the PM opp just fine, but when using the formula ‘CONCAT(name,” -...

Workflow Automation

Importing Gmail Template Into Copper

Does anyone know if there is a way to import a pre-existing email template in Gmail into My Templates on Copper? I know you can do vice versa, but I’d like to use my nice-looking template that I have already made as a Copper template instead.

Integrations

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