Platform Q&A

Your source for all your Copper questions and platform knowledge

902 Topics

G
GamingSquadEngaged User
asked in Reports & data

Auto refresh

Copper is no longer auto refreshing. For instance it does not refresh opportunities when I sort them in a new order which it has always done up to now. Also the tasks list is not refreshed with up to date data when you revisit it. You have to press F5 to refresh. It used to do this itself. What has gone wrong?

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

"Viewed by null"

Under “Email Activity,” Why might I be getting “viewed by null” rather than the individuals email address who opened it?

1
Kevin from Copper
Copper Employee
2 years ago
S
SIvoryNew Participant
asked in General questions

Webinar signup - Put the relationship back into your CRM - July 22 2021

Put the relationship back into your CRM Thursday, July 22nd, 2pm ET  HOW DO I SIGN UP FOR THIS ONE?  The Copper CRM platform is a key part of this top agent’s tech stack. Get a look inside to see how it works and why this CRM can be the differentiator for your business. Learn about the variety of integrations that make Copper a cornerstone of your solutions. Get best practices from a top agent on how to stay top of mind with a personal touch.

2
S
2 years ago
L
LindseyNew Participant
asked in General questions

Sending emails on behalf of another user

I want to send emails to leads and people on behalf of another Copper user at my company so it appears as though the email is being sent by them. Is this possible?

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

template format issues

I made a template and I have noticed once I have sent the email to a client by using that template the email looks nothing like my template- no sections -no bold words none of it, why is that? That defeats the purpose of a template ... especially when its a list of important instructions.

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

connecting different contact to one contact

I want to have one contact that I can attach other contact to. Primary contact has an attorney a builder and a cpa. I want to look at the primary contact and see whoever else is part of his circle.

1
Kevin from Copper
Copper Employee
2 years ago
M
MayaNew Participant
asked in General questions

Filtering people based on title

HeyI imported 10K to the people list, with different titles for their columns. I want to fitler that huge list based on the columns that i’ve added - but I can’t seem to find a way to add them to the filter list, it only sorts by it.What can i do?     

3
alex
2 years ago
L
leowidNew Participant
asked in General questions

Duplicate Tasks

Hello, I wanted to ask if it is possible to duplicate tasks. Thanks

1
alex
2 years ago
J
JoseNew Participant
asked in General questions

Copper is not allowing me to invite users

Hello everyone, In my company we had two copper instances and created a new one to migrate both our accounts into one.I didn’t have any problem inviting people at the beginning but now I keep getting an error saying “an error occurred reload the page” everytime I send an invite, I cannot even resend the invite.I’ve raised 3 o 4 different cases and no one seems to know, my AM disappear and I have people trying to create opps and they can’t.Has someone faced a similar error?

1
Michelle from Copper
Copper Employee
2 years ago
M
mervzEngaged User
asked in General questions

Link Personal Gmail Account and Work Mail Account

Hi Team,Our client has a unique question regarding Copper Accounts. He has an account under keenanbrown@brownmanagement.netHe has a personal Gmail account and we were wondering if it was possible to use or link both accounts together instead of purchasing another license for his personal Gmail account.The client is a lawyer (Law Firm), so basically he has his work email as the Copper Account and there are a lot of people who are also emailing his personal email account as to we would like to get this link if possible.Is there an alternative option aside from purchasing another license for his personal Gmail account, which won't make sense, since he is a one man team?Looking forward to you feedback.

5
M
2 years ago
Will Dewulf
Will DewulfNew Participant
asked in Integrations, Zapier & API

Backup/Recover app for Copper?

Dear community,  My company Pro Backup has built a safe & easy-to-use backup app for popular web apps such as Asana, Airtable and Monday. It offers daily, automated backups, advanced restore capabilities and a daily sync to Google Sheets.We have had some customers requests to roll-out our backup solution for Copper CRM as well. Before proceeding on our app, we are looking to get as much validation as to whether any use cases pertaining to backup, restore or undo functionality are commonly requested by customers, to help inform our business case and prioritize our roadmap. Here are the use cases we have identified from our own customers where we are thinking to add value beyond what the platform already does:Extra level of disaster recovery Advanced restoration capabilities (>30 days) New team members feel confident making changes to boards and tasks, knowing they have a rollback option Business continuity during service outagesCurious to hear what the community thinks of a poten

2
alex
2 years ago
M
Matt from CXpertsNew Participant
asked in General questions

bulk email error

Hi Everyone - Not sure what happened but last week i could send a bulk email to about 30 people and no issues. Today and yesterday try to send a bulk email of 200 names and another of 25 and both failed. The error message doesn’t really tell me why it failed and the help article from Copper doesn’t seem to give anything that helps resolve my issue - what other areas/settings etc. should I look at to get my email to actually Send?Thanks-Matt

1
Evan from Copper
Copper Employee
2 years ago
D
Darlene212New Participant
asked in General questions

Embed Meeting Link?

Is there a way you can embed the meeting calendar onto a webpage? Note from Copper: As of April 2022, Copper's native meeting scheduler is not available for net-new customers. Users should use Google Calendar's appointment scheduling tool as an alternative.

1
Rory from Copper
Copper Employee
2 years ago
T
ThomasEngaged User
asked in General questions

Block own domain for Contact/Lead creation

Hi community, is there a way to block our own company domain for contact/lead creation?We have a lot of employees in our company but only 5% of them are working in sales and therefore with Copper. Some users tend to add colleagues as a contact to Copper because the GMail add-on allows them to do it in a very simple way. Unfortunately this creates at the same time a data breach because then internal emails appear in the added contact. Thanks for your help!

4
Michelle from Copper
Copper Employee
2 years ago
Jodi
JodiEngaged User
asked in General questions

Requiring Pipeline field on Opportunity

As we have worked to clean up our entries in Copper we decided to add Pipelines for our different software offerings. Since all our pipelines are clearly defined now, we want to make it a required field when converting a lead and setting up the company and specifically the opportunity, but when I go to the Field Settings to set Creation Record Rules and Edit Record Rules, it doesn’t given me the option to make it required. Is there anyway to change that without creating a custom field? 

2
Jodi
2 years ago
Jodi
JodiEngaged User
asked in General questions

Default close date for 1 year out not 30 days

Due to the nature of our business our sales cycles are very lengthy, we always know it will take at least a year to even get close to closing the opportunity. Is there a way to set the default close date for 12 months/1 year/365 days however you want to set it up or is it only 30 days default and then manually select the date for each opportunity? 

2
Jodi
2 years ago
bkelly
bkellyEngaged User
asked in General questions

Will app.prosperworks.com ever become app.copper.com?

I understand that there’s some work behind-the-scenes to make this happen, but the fact that I’m still sharing *.prosperworks.com URLs with colleagues three years after the rebrand is… odd. Domain names are part of branding, y’all. I’m a fan of the Copper rebrand, just waiting for that last step!

6
Wyndham from Copper
Copper Employee
2 years ago
A
AUMNew Participant
asked in General questions

Switching People to Another Pipeline

How do I switch people to a new pipeline? For example, from Sales to New Client Onboarding?

1
Michelle from Copper
Copper Employee
2 years ago
O
olivierNew Participant
asked in Workflow automation

Close date extension

Hi, I would like to be able to track when the estimated close date of a deal is postponed. Is it possible to do so through workflow automation ? Like if a close date changes, then calculate the difference of days between the new date and the former one.  I’m sure there is something possible around this, but I don’t see how to do it ! If anyone can help...

5
alex
2 years ago
M
mervzEngaged User
asked in Reports & data

How to calculate Lead Conversion Rate between leads and Opportunity in Reports/Insights

Hi Team,From my understanding, we can create special calculation using Insights Builder right?But how do we calculate Lead Conversion Rate between leads and Opportunity in Reports using the Scorecards / Key Performance Indicators? Thanks-Mervz

0
M
2 years ago
N
nailebernaNew Participant
asked in General questions

Jumping to a list of companies that start with a certain letter

I have ~4000 companies. I’d like to go through those that start with a certain letter, say “F,” and go down the list and edit them. Currently there is no way of doing this. If there was a bar that appeared on the side with the letters, I could easily jump to the letter I want by clicking on the letter. Sort of like a phone book. Copper told me I can use the search function. But say if I search for “F” it will return anything that has “f in it. Or If I search for “Fa”, it will show all companies that have an “fa” in it, even if they start with another letter, even if fa is at the end of the company name. So it is completely useless. It will also only the results that match that, I cannot scroll down the list to the next alphabetical context.  

4
Michelle from Copper
Copper Employee
2 years ago
D
DelphineEngaged User
asked in Reports & data

New Report Edit widget keeps disappearing. Normal?

Hey guys, The Edit widget in new reports seems to disappear rather often which makes it hard to explore capability of the module. Is this happening to anyone else? and.. how can I prevent this from happening?

4
Evan from Copper
Copper Employee
2 years ago
B
Bich NgocNew Participant
asked in General questions

Create tasks for multiple clients at the same time

Hi Team, Is it possible to create tasks for multiple clients at the same time or import tasks into Copper? 

6
B
2 years ago
M
MindreEngaged User
asked in General questions

How to export only certain fields?

I am looking for a way to export specific Opportunities into a word doc or excel file BUT with only the exact info in each opportunity. For context - the info we input for each opportunity eventually has to be entered on a separate form to be given to a different team. Looking to get rid of having to enter same info twice in 2 different locations. I know Copper has the ability to do a bulk export of all opportunities and I know that from the Opportunities page you can select specific ones and they will export to excel. But I want to know if there is a way to export the screen exactly how it looks or at least with just those fields. See attached photo 

6
J
2 years ago
C
CourtneyNew Participant
asked in General questions

Merging Leads and People

I have lots of leads that are also people already. How do I merge these easily to get rid of lots of my leads?

2
alex
2 years ago

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