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Getting Started Welcome to Copper! 🎉 We are so excited to have you. Our goal is to enable you and your organization to: ✅ Manage your contacts ✅ Manage your deals ✅ Manage your projects ✅ Edit your personal preferences This course is designed to teach you, a Copper user, how to user Copper's main features. If you have any questions, feel free to leave them in the comments below or post in our Community Forum! Let's get started! Getting Started with Copper The first thing you should do is download and install our Chrome extension! This allows you to add contacts, manage deals, and complete tasks from within Gmail and Google Calendar! ✋ We strongly recommend installing our Chrome extension. This allows you to access Copper from within Gmail and Google Calendar! If you’re often on the go, check out our mobile app for iOS and Android as well! Understanding Copper Webinar Registration Similar to Admins, we recommend you start your journey with Copper by attending our weekly User Webinar. E
👉 Sign up for Copper 101 webinar 👈 Weekly on Friday at 11AM - 12PM EST Join us for a live webinar designed to help you hit the ground running with Copper, the CRM built for Google Workspace users. In this session, we’ll cover the basics of Copper, including how to navigate the platform, how to add contacts, and how to manage relationships. Whether you’re new to Copper or just need a quick refresher, this webinar will equip you with the tools and tips to make the most of your CRM and start driving better results today! ✋ New to Copper? We strongly recommend installing our Chrome extension. This allows you to access Copper from within Gmail and Google Calendar!
Hey Coppernauts, today we’ve begun rolling out a clean and fresh update to our Pipelines! We’re introducing an all new look and feel for a more unified and user-friendly experience, paving the way for exciting features to come. We've upgraded your Pipelines experience by: Unifying your workflow with a seamless flow between board and list views: stay in your flow no matter how you choose to visualize your projects. Providing quick access to saved lists: your saved filtered lists will now appear on the Pipeline board view so you can efficiently access your most important deals and projects. Introducing an updated board view status bar and visuals on cards: instantly understand progress with an all new status indicator on an opportunity, project or item card within a board view whether it’s Won/Lost/Abandoned or Open/Won’t do/On hold/Done — no need to leave the board view. This update goes beyond aesthetics. We've also improved the discoverability of features and overall usability by allo
Hey Coppernauts, Our last Coffee with Copper webinar recording is here ☕️ We can’t believe this is the last webinar of the year but we are so ready for 2025. This month, we heard from two key players of our leadership team, CEO Steve Holm, and VP of Product Management, Luke Lihou as they shared our roadmap and vision for 2025 👀 We also reviewed 2024 and all of the new product enhancements and features we dropped to empower your business to connect, win, deliver and grow! Copper's 2024 was marked by significant strides in refining its vision and enhancing its product offerings. In this month’s webinar we reviewed all of the new product enhancements and features we dropped, with a core focus on helping businesses connect with leads, win clients, deliver projects, and cultivate repeat customers. 💫 Here's a quick recap of what we covered: 2024 Recap: 👉 Refined vision of connecting, winning, delivering, and growing customers. 👉 Enhanced project management capabilities. 👉 Improved custo
Hi everyone, I’ll cover how to create a Pipeline progression report in Copper’s reporting system. Let me know in the comments if you have any questions!
The Copper mobile can help you log your SMS text messages and calls to a contact’s activity log. Learn more about it below! This guide is split up into two sections: Automatic SMS & Call Logging on Android Assisted SMS & Call Logging on iOS This feature works differently in iOS and in Android, so please read through the section that applies to you. Note from December 2021: this is a new feature so you may have to update your app in the App Store or Play Store before you can enable it. Automatic SMS & Call Logging on Android On Android, the Copper app can automatically create an activity when you send texts or have phone calls with your Copper contacts. To enable this feature: Open the mobile app on your device and click the “more” button in the bottom right corner. Select Settings. Select SMS or Phone, depending on which type of logging you’d like to enable. Click the toggle in the Tracking box. You will be prompted to allow the Copper app to access your SMS or call history. Accept the
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