Hey Coppernauts!
This month, we're bringing you a powerful upgrade that elevates your workflows and email outreach. Dive into the exciting new features:
-
New automations navigation: We’ve added a new "Automations" menu on the left for quicker access. New to Automations? The menu includes helpful examples of email, workflow, and task automation.
-
-
Streamlined task creation: Create and rename tasks directly on the board view for faster workflow.
-
Improved task visibility: Track progress at a glance with a counter for open and completed tasks.
-
Enhanced focus: Expand or collapse individual task panels to minimize distractions.
-
Color-coded deadlines: Quickly identify upcoming deadlines with color-coded task organization.
-
Custom analytics: Customers with custom analytics can now differentiate Opportunities, Projects, and Items in reports, break down Tasks by type and related record, providing deeper insights into their data.
-
-
-
Reach more leads & customers: Professional and Business plans now enjoy an increased daily sending limit of 900 automated emails per company.
-
Faster automation launch: New automations will begin sending emails within minutes of saving for the first time. Plus, the "To Send" area of the automation details panel will automatically populate.
-
Test before you send: Ensure your emails look their best with the new "Send Test Email" feature. Remember to review your merge field fallback text!
-
-
Dynamic sender selection: Choose a specific user as the email sender in addition to the "Contact Owner" option.
-
Easy email: We’ve added a new, prominent Email button in the header of Lead and People profiles.
-
-
Inline images in emails: Embed images directly in emails. (Mobile image abilities coming soon!)
-
Enhanced feed experience:
-
Take control of suggestions: Dismiss individual suggestions in the "Invite Team Members" card on the Feed.
-
Pro & biz plans: Gain deeper insights with the new Activity Report displayed on your Feed.
-
Refine your view: Utilize the Feed filters on the left to tailor your Activity Report.
-
Bug Fixes:
We've also squashed some pesky bugs to ensure a smoother Copper experience:
-
Resolved an issue preventing some users from accessing email templates. (Double-check any attachments or inline images in your existing templates if you encountered this issue.)
-
Fixed an inconsistency with the "check once a day" requirement for some workflow automations.
You can subscribe to product updates in our Community to receive notifications about new features and releases as they drop 