Platform Q&A

Your source for all your Copper questions and platform knowledge

1073 Topics

S
ShayWrightNew Participant
asked in General questions

Can I add a cc'd email address as a lead and if so, how?

We get referrals from either our Customer Care team or from other customers.  From: third party or Customer CareTo: the person we would like to capture cc: the sales person.   Will Copper detect the To: address and the message we are cc’d on so we can save the person as a Lead?    

1
Michelle from Copper
Copper Employee
2 years ago
S
samrmEngaged User
asked in Workflow automation

Task/Bulk email automation

Instead of automating a “Task” reminder, is there a way of triggering a “Bulk” email template to automatically be sent according to specific criteria? For instance, automating an email to be sent to an Opportunity’s Primary contact, with a due date set to 60 days later (after an Opportunity’s Stage was changed).

1
Michelle from Copper
Copper Employee
2 years ago
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blueivypartnersNew Participant
asked in General questions

New contacts are Followed by default - how to turn off?

When we add a new contact, they are “Followed” by default.  This creates too many contacts that we follow.  We use “Followed Contacts” as key people, and don’t want to “Follow” every contact by default.  Can you switch the default to “Not Followed”?

1
Michelle from Copper
Copper Employee
2 years ago
L
lindaeNew Participant
asked in Workflow automation

Attach the same set if tasks to every opportunity

For each opportunity in each step of the pipeline, I want to attach the same set of tasks. I set-up a project with all the tasks, but I don’t see how to attach the project to the opportunity.  I also don’t see how the Project template would help, since it only contains three fields.  Please advise the best way to have the same group of tasks launched for each opportunity.

1
Michelle from Copper
Copper Employee
2 years ago
B
BEatrizNew Participant
asked in General questions

Exporting Opp and Pipelines workflow

Hello. WE have been using Copper for serval years. Right now we would like to refresh the automation of it. We want to review the pipelines workflow and star over. we dont need the opportunities from the past but we dont want to loose the information either.LEads and People will stay, but Opportunities attached to them will disappear and I need a back up. Also workflow automation will disappear but I want a back up (not only turn them off, I want them off the system)How can I do this?

1
Michelle from Copper
Copper Employee
2 years ago
S
SteffanNew Participant
asked in General questions

How can I move deals from one pipeline to another?

My pipeline has too many stages.  I need to separate the marketing/biz dev from the sales activities.How do I move deals from one pipeline to another?

3
Michelle from Copper
Copper Employee
2 years ago
D
DavidNKEngaged User
asked in Workflow automation

Task management

I am beginning to use Tasks in Copper.  In my view, the only option for a task is open or complete.  How can I have the option of in-progress?  Is there an option to customize the task for in-progress, then complete?  Binary choices limit the use of tasks

3
Michelle from Copper
Copper Employee
2 years ago
B
brianhaenniNew Participant
asked in General questions

tracking emails

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. 

3
Michelle from Copper
Copper Employee
2 years ago
C
Copper UrnNew Participant
asked in General questions

Connect Fields

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!

1
Michelle from Copper
Copper Employee
2 years ago
A
A_Stubbs_KenyaNew Participant
asked in General questions

Linking People and Companies Once/During Import

HI Community from Kenya,I want to bulk upload 3000+ people that an opportunity sits within under 1 company. Is there a way to do this in one go rather than individually going into each person and updating the company?Thanks in advance.Alex

3
Michelle from Copper
Copper Employee
2 years ago
L
Lori KEngaged User
asked in Workflow automation

Prevent Duplicate Opportunities by Matching Names

I have a workflow set up where it would create a new opportunity with a specific naming format using a formula when a checkbox on a Person account is checked to "true". A user can inadvertently check, uncheck and check box again and that would create duplicate opportunities.Since Opportunity names are not unique, I want to know if there is a way to create a workflow that would prevent an opportunity record from being created if another opportunity exists with the same matching opportunity name.Feel free to re-post this as an idea or merge with another related post.

2
Michelle from Copper
Copper Employee
2 years ago
T
TammymilesEngaged User
asked in General questions

Uploading Contacts To Tag

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.

8
L
2 years ago
A
AshPNew Participant
asked in Integrations, Zapier & API

Xero integration

Is there a way to feed quotes from Xero into opportunities within Copper? 

5
Michelle from Copper
Copper Employee
2 years ago
T
TammymilesEngaged User
asked in General questions

Leads vs People and How to Manage Sources

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

8
A
2 years ago
D
DavidNKEngaged User
asked in General questions

Email domain in company record

What is the acceptable entry in the email domain field of the company set up.  When i use @company.com, there is an error, when I enter Company.com, there is an error.  What is the entry that the system expects

6
Michelle from Copper
Copper Employee
2 years ago
K
Kevin St. CyrNew Participant
asked in General questions

Search Firms (ATS / CRM)

I would love to hear how any Executive Search Firms are using Copper as an ATS and CRM.I’m struggling to find the most efficient approach.

8
S
2 years ago
G
GiliEngaged User
asked in General questions

Converting website intake form to a record in copper

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).  

1
Michelle from Copper
Copper Employee
2 years ago
B
brianhaenniNew Participant
asked in General questions

can I enter information into Copper when offline

let’s say I am on a plane, wifi does not work, but I want to make updates to records in Copper.  Is that possible?

1
Michelle from Copper
Copper Employee
2 years ago
K
Kevin St. CyrNew Participant
asked in General questions

Grammarly

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. 

3
K
2 years ago
A
ahodgkinNew Participant
asked in Reports & data

Exporting Notes

Is it possible to export notes that have been entered for each account? 

1
Michelle from Copper
Copper Employee
2 years ago
P
Petr KrucekNew Participant
asked in General questions

Filtering contacts by project

Would it be possible to filter contacts by project? It can be by opportunity, not by project. Thank you. Petr 

1
Michelle from Copper
Copper Employee
2 years ago
H
hashim7sNew Participant
asked in Reports & data

Fetch an Activity by ID API endpoint - Email Details

I have successfully obtained email activity via the Fetch an Activity by ID API endpoint. However, the Details element in the API response only contains the email activity subject content and other email header info e.g {"emails_details"=>{"sender"=>{"name"=>"xxxxxxxxxx", "email"=>"xxxxxxx@example.com"}, "recipients"=>[{"email"=>"xxxxxxxxx@example.com"}], "subject"=>"Email Question", "id"=>313147071}, "emails_date"=>1521594115}Where do I access the body content of the email activity?

1
Michelle from Copper
Copper Employee
2 years ago
D
DuaneEngaged User
asked in General questions

Change email address of User

Hi I need to change my email to [redated email address] from [redacted email address] Thanks

1
Michelle from Copper
Copper Employee
2 years ago
M
MitraNew Participant
asked in General questions

Associating emails to copper opportunities NOT in gmail

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? 

5
Michelle from Copper
Copper Employee
2 years ago
B
Bridget_mmNew Participant
asked in General questions

Add employment status to people

We are using status to manage a lead’s email quality among other things. For example if someone retires or leaves an organization.  Is there a way to add a status to a people? Best, 

1
Michelle from Copper
Copper Employee
2 years ago

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