I am interested to know how long it takes my sales team to get in contact with a lead. It would be useful to have a field “First Interaction Date” which will record the date when the first email is sent out.The customer support team told me this feature is not available. Any workaround?
Like many companies these days, we’re putting on virtual events and are trying to understand how best to log attendances in Copper to make it easiest to:Log them (e.g. batch logging required), and Analyze them over time (e.g. see who might be dropping off)I’ve tried a few options:Multi-select Custom Field. The problem: non-admins cannot add new values, so they’re having to ask Admins everytime a new event needs added (this is often). Poor solution: make them admins + give them access to way more than necessary (including emails between CEO + board members). Setup events as Projects. The problem: can’t filter the People directory based on projects.This seems like a critical feature of an app built around building relationships, but I’m struggling to see the best way to do this.How does the Copper team log their own customers when someone attends a webinar, for example?
We have thousands of contacts and companies in the system. Some are duplicates. As far as we understand it, there is no easy way to find and manage duplicates in bulk. Do you have any idea on how to work with duplicates? How to find them? How do fix them in bulk? We used to use https://dedupe.ly/ for an other CRM. This was an amazing tool. I think it would be important to have something similar for copper..
Hi everyone, We’re fairly new to Copper and trying to perfect it to match our needs. We are mainly B2C but also do some B2B work.This is our process on 90% of our work:Lead received from a vendor via email or their portal Lead information is added to Copper via the leads area Lead gets contacted to be qualified Either the lead is marked as junk lead or converted to an opportunity from where our sales team follows up and continues the processOn this portion, I feel pretty comfortable. We also get referrals from other contractors / vendors that we work with and also referrals from previous customers. As an internal policy, we don’t go through qualifying these customers because of how they’ve reached us. These are created as opportunities right away and we go through our sales process.My questions / doubts are:Should I be creating these as leads at first? And then converting to opportunities to get better / more accurate reporting? Am I doing myself / my team a disservice by not actually
Hi!I sell multiple products and each one has a quantity in units and a price per unit, generating a total sold when there is a sale. My customer can buy different quantities of more than one product at different prices. As in the example:Customer X purchased:5 units of product A at 2.00 = 10.007 units of product B at 3.00 = 21.002 product units C at 6.00 = 12.00I would like to include this information in the opportunities section, but since I can have an infinite number of different products it would be very confusing to create 1 product field with additional quantity, price and total fields for each product. It would be 4 fields x quantity of products, and sometimes I can have 1 product sold and other times 20.The question: is there a way to use a workflow, some kind of dependency between fields or any other tool to create a new field?I would have 4 fields for each product sold:- Product- Quantity- Price- TotalThus:- Product: A- Quantity: 5- Price: 2.00- Total: 10.00+add a new product
We are using subtasks to standardize workflows using project templates.Naturally, you’d want the workflow to fall in the order you input it as a subtask.We have found that the subtasks do not always record in the order input into the task.Sometimes the subtasks do behave appropriately, most times not.We spend a lot of time re-attempting to populate subtasks in the correct order.Here’s what it looks like:Prior to closing task:Upon re-opening task:See how #9 populates to the top?We’ve found that sometimes if we attempt, re-attempt, and re-attempt, sometimes it populates correctly to the bottom
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?
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.
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?
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!
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.
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