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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?
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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.
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?
Hi Team,Our client has a unique question regarding Copper Accounts. He has an account under firstname.lastname@example.orgHe 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.
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
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
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!
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?
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?
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!
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...
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
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.
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
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