Recently active topics
Hi Team, I am hearing from a lot of people that Projects will be removed for new and old Copper accounts.We have a lot of clients and automation that are using this feature. We wanted to know your plans for this change? Will there be a new module to replace this? Thanks-- Mervin
Hi All,I’m wondering if there might be a way to limit visibility of specific files attached to contact records? I’m asking because our team uses Copper in fundraising and we often have to have confidential conversations with our funders and our practice in the past has been to create a memo of our conversations. We prefer to have our team members have access to most emails, but certain things are not fit for all eyes. Or, is there another way you might suggest we manage this? Thank you!
When I send email it’s extremely convenient the “My Tracked Emails” page as I can see if and when my email was opened.However, if I send it to multiple recipients, I cannot distinguish who did open it and who didn’t.How to fix this issue?In this example below is that I actually see when I’ve sent my email to 3 recipients (1 + 2 CC): Viewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PMViewed by someone on Today at 2:16 PM I which to know who that “someone” is.Thanks
Hi there. I was messaging today as I see a lot of workflow automations for Pipeline and such. But how much can you set up for the other side of things like when updating a companies or something?I am looking to set things as simple as.When i log a Breeze Session - Change Status from Education to adoptionOr when I set a calendar session for a bs change it from engagement to education and so on?Is that possible or is it mostly set up for stuff like pipeline?
Hi, we have had erroneous duplicates introduced to our data system over the past three years through our own doing. However, we have spent some time on several occasions, most recently in June, to remove these duplicates through deletion or merging, where applicable. Recently, our database numbers have jumped back up again and we have noticed that many duplicates have returned. Can you assist us with identifying the reason for this issue and preventing it in the future? Is there a faster way to merge/delete duplicate records?
Hello.First of all. New list looks nice with Contact Types showing different colors. Question: Is it possible to change the colors assigned to the contact types?It’s just easier to see it and understand if they are uniform to what we used from our “sheets” and previous CRM.I hope this is possible.
Copper’s product team is exploring ✨two new feature ideas✨ and would love to talk with some users to get early feedback on our direction. More info on each idea is below, along with quick surveys to capture your thoughts. 💡Idea: Multi-channel inbox A unified feed to help your team manage communications with your customers cross-channel – shared inboxes like hello@, Facebook Messenger, SMS, etc.Interested in this idea? Give feedback in a super quick survey here: https://forms.gle/v8CRwXP13cwHvCRGA 💡Idea: Client-facing workspaces A centralized hub for your team to collaborate directly with your clients – communication, tasks, documents, etc. Interested in this idea? Give feedback in a super quick survey here: https://forms.gle/jiuL7af2NGgRxuJZ9 Both ideas are very early stage – but that makes your feedback all the more important! And yes, you CAN give feedback on both 🙌 Thanks for your time,Copper Product Team
Is it possible to set up a user with their company Gmail address (firstname.lastname@example.org) but also have a group email (legal@ or sales@) that person is a part of so all activity shows for companies for tracking? This is especially important/helpful when our legal team is corresponding with customers during contracting. Sales hands off the customer and so all of legal sees emails, the correspondence is sent from the group email, however the legal team have individual user accounts in Copper.OR Sales manager (email@example.com) and sales team (firstname.lastname@example.org) - would want both emails to track for the customer in Copper.
Hello, anyone aware of a way we can send a bulk email from inside the Organization?Currently I have to open the Organization and type each contact under the Organization. Is there a Bulk email to everyone within in an organization? This would save some serious minutes! Thank you
The work continues on bringing you a better list views experience, and we’re happy to share that our latest update is live! You’re now able to edit most fields directly from the list view — so you can update details quickly without clicking in and out of individual records. Check it out ⬇️❗This feature is in public beta, meaning some functionally is not yet available. See details on what is included in this release below.We’re making it easier to stay in your flow and keep the most important details in front of you while making edits to fields like Contact Type, Date and custom text fields. You’re able to add notes quickly and keep your groove going by moving from one record to the next without ever switching screens 🔥Talk about powered up productivity 🚀 Here’s more info on what’s included in this release. You’re now able to edit: Text fields Text areas Numbers Phone number Address Percentage Date URL Checkbox Single-select drop downs Multi-select drop downs Owner Opportunity value C
I’m aware that there’s a list of social media platforms in the field. However, what if new platforms come up? Using ‘other’ is unclear of what the social platform is.It would be nice to be able to customize this field like the ability of add additional social media platforms beside those listed in the drop down menu. For example, YELP, most of our clients are restaurants and they have a Yelp page. So listing in ‘other’ option would not make sense as ‘other’ could be a different platform for another client.Please consider this idea, thanks.
I am trying to create dynamic pipelines. When we've move a person through our BASICS pipeline and they've filled out a placement application I want to be then able to clone the opportunity into our Community pipeline that follows up with onboarding, placement, and satisfaction reviews.I've spent a few hour following past videos and forums but nothing I'm doing seems to be working. I know there is a way to move people from one pipeline to the next but I was hoping to keep the original opportunity in place so that I can have it recorded as “won” in our BASICS pipeline.thank you for helping.
I have created two different saved filters for an opportunities pipeline. I would like to configure the columns for these filtered lists differently (i.e. have different columns showing in each case). However, when I changed the configuration of one filter, Copper automatically changed the configuration for the second filter. Is there a way to configure the filtered lists differently?
If you’ve used Workflow Automation, you’ve probably seen that you can customize them using formulas. Here we’re going to walk through the most common formulas and how to use them, including:1. CURRENTDATE() 2. DATEADD(x,y) 3. + - * / 4. CONCAT (x,y) This article is meant to be a quick reference sheet. For a full comprehensive list of formulas, check out this article here. 1. CURRENTDATE() What does it do?This function returns the date that your automation was triggered. So if your Workflow Automation is triggered on October 14th 2021, this function will return 2021-10-14.Please note that nothing goes in the brackets; you can simply copy and paste this formula into your workflow automation: CURRENTDATE() How do I use it?A common way to use this function is to populate a date field. For example, if your Workflow Automation creates a Task, you can use this function to set that Task’s due date to the same day it was created.You can also use CURRENDATE() in combination with other functio
Hello! This guide is part of our quick start series.In this article, we’re going to explore managing pipelines in Copper. Use the links below to jump sections.What is a Pipeline? What is an Opportunity? Opportunity statuses Filtering Pipelines Switching between Pipelines Switching to list view Now you’re ready! What is a Pipeline?A pipeline is a process that’s split up into stages. For example, you might have a sales pipeline with stages for Initial Consultation, Demo, Proposal, and Contract.Each pipeline hosts Opportunities. What is an Opportunity?Opportunities are the individual items that move along a pipeline. They each represent one deal, deliverable, or end result that you are pursuing. For example, you might have one Opportunity for each potential sale you are making.Create an Opportunity by clicking the Add New button.As you nurture an Opportunity, you can move it through the pipeline.Like a person record, an Opportunity houses information in three different sections:Details, s
We have a pipeline that uses automation to clone an opportunity into two successor pipelines when the original opportunity is moved to won. We would like to remind the user to Verify/Update key data fields before marking an opportunity as “Won”, so the data automatically flows through and we don’t have to manually update the data on the cloned opps in the two successor pipelines. What is the best way to accomplish this?
Login to the community
Social LoginLogin with Token
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.