Can I use multiple emails? Do team members have to have the same email url?
Any idea how much time does it take to update contacts in Google from Copper. Its been over 3 hours but the label is still not showing up?
The instructions provided in Copper leave much to be desired. Is there a straightford method of importing Insightly data into Copper that makes sure that Notes associated with contacts and companies are not lost? Any “gotchas” that users have experienced that I would need to be aware of? Thanks! Stan
Team - I am trying to get a handle on how flight revenue correctly in the pipeline feature. For example, if i close a deal that is to run revenue over a period of six months, I want revenue to reflect in each of these 6 months and not all in the month the deal closed. Is there a way to flight how the revenue gets recognized in the pipeline? Surely I am not the only one to have asked this question…..support BOT was not helpful. Thanks in advance.Holly
The support chat from copper has vanished, so i’ll ask this here. I don’t really understand the ‘legacy vs new’ reports, but… in ‘new reports’, none of the users can see them. Only the admin. Even the menu item is missing on the left edge.I click on the ‘share’ icon on a report, but only the admin user (plus some etl account @ gooddata) is present.so… how can my team use this feature? are reports only for the admin?Also, the performance is just awful on these new reports. Is there any improvement on the horizon? its quite hard to use a web interface that takes so long to load when you click.
We use Integromat to build mission critical integrations with Copper.For some years now we have had a mission critical Integromat scenario which uses the Copper API to return Opportunities which have particular values in a couple of custom fields (of type ‘text’).As of ~May 1st the Copper API started returning errors for queries on custom fields (of type text) where previously these were executed successfully. The Copper API now returns;{ "success": false, "status": 500, "message": "Invalid option: "}From initial investigations this morning I’m concluding that the Copper API is no longer allowing entity searches on custom text fields?So queries like this (which we have been using for a couple of years and are embedded in our mission critical operations) are no longer working!{ "statuses": [ "open", "won", "lost", "abandoned" ], "page_size": 199, "custom_fields": [ { "custom_field_definition_id": 76401, "value
Hi I used the template Copper provides for importing opportunites. It worked to some degree, but “last contacted” “interactions” and “inactive days” “email” and other fields did not import and I had that info on my spreadsheet So my question is: Why is some data importing but some not? I attached a screenshot of what I am seeing and the actual spreadsheet I used Curt
I see that his has already been asked, but the comments were closed on the original post and I would like more clarification. The chat function on Copper doesn’t seem to be working right now, so I’m reaching out here. I want to confirm that once I create an Opportunity or Pipeline, that I cannot then import people who are already in Copper into that pipeline? Do I have to add them manually one by one?Thank you.
On LEADS I would like the first column to be Company but it keeps defaulting to First Name. How can I change that? It seems that First Name is fixed and I cannot drag it or customize it.
In the help it says ‘click the edit button’.Where is this edit button? Each dashboard appears write once to me.All I can see is the ‘share’ button, which only allows selecting the admin.
Hello,I wanted to import the shopify data of customers (their orders) and segment them to the existing client/people profiles. I have imported the order data as a csv file, and I want to make sure the orders match with the client information.
How do you look at if emails sent by team members have been opened? Andy
Wanted to Ask a question on a related thread, but it’s been closed for comment. Here is the answer in the closed thread on how one might go about creating duplicate tasks: _________________While not a native feature, there'd definitely be a way to do this via Workflow Automation.You could create say a "checkbox" field on a task called "Duplicate" (or you can use a tag on the task if you'd prefer), and then you'd set up in Workflow Automation, a trigger for when that duplicate checkbox is checked (When a specific field is updated on a Task), to create a task, using variables from the first task to pull over each field you want duplicated over.You can find the variables you'd use on this page here:https://support.copper.com/hc/en-us/articles/360014085894-Automating-your-Account-with-Workflow-AutomationHope that helps point you in the right direction!Curious what use-case specifically you find yourself having to regular duplicate tasks? I’ve set this up, but my new duplicate tasks are ju
Hello,I rally want to transfer my customer information, orders, and data from Shopify to copper using Zappier integration.I keep having problems with client profiles not being transferred., only email integration have worked, and I need my client data to be integrated to create leads.
How do I pull a report that tells me what my employees are doing daily in Copper?
Can we automate the native Copper that when logging an activity (phone call, meeting, email, etc) that it create a new (future) date to follow up?
I want to create a filter to create a view of the opportunities my sales reps have with a 70-90% Win Percentage. That way they can focus on following up on the opportunities with the highest percentage of closing. How do I do this?
I receive leads through a third party -When the lead comes in, I receive an email from the third party. The email essentially says:The person below wants to speak to you about how you can help! Then it lists the prospect’s name, phone #, email address, zip code and the territory they represent to my business, I am trying to automate the process of pulling this information and creating the client profile in my CRM - I have already tried Zapier and it’s not getting me the information or the timing that I want within a reasonable budget
Hello, Doing research on the best tool to work with contacts for a customer.Use Case:The customer has a google webform where his clients can subscribe for events. The customer then wants to use the contact information for future mailings. I see we can import and update contacts with copper. However if I use tags that represent the activity the client attended, and I import the tag, then all previous tags are overwritten instead of added.Is there a better way to work with this?
Hello Copper Community ,I am wondering, once a field is created, is it possible to MODIFY later ?At this time, within the Opportunities -> Fields, once something is manually created, I am not able to change the field's values.Example: I created a "Referral to" category and added our team members' names. However, can i go back into it at a later point to add names as our team grows? At the moment i cannot Click on it to edit. Thank you for your help,Lexie
Hi everyone! I am a Talent Coordination Specialist at SymphonicHCM. We are a recruiting firm, and I was hoping to get some input from others that are also using Copper for recruiting. Does anyone have any specific features in Copper that they have found to be extremely useful? I was also hoping to get some insight on how others are using Copper exactly for their recruiting firm and some best practices and advice on this. Thank you!
Is it possible to relate an email to a Project or Opportunity on send?I may have a contact that is related to multiple projects/opportunities but I only want the email to relate to a specific project/opportunity, preferably on send so that I do not have to back into the sent folder and relate to the project/opportunity from there.
We have realized that having multiple pipelines for different stages of our sales progression is not working and would like to combine stages into one pipeline. What is the best way to make those changes and how does it affect our client data?
Hi all,I’m truly wonderng if eveyone uses Pipelines. Even though we know them very well, is not necessarily something that fits in our workflow, nor willing to implement them into our current way of lead conversion. Just curious. Thanks!
Hello Forum,Our company would like to export a list of all people associated with companies that are tagged with a specific automotive standard. The people themselves may not share this specific tag with the companies for which they work (nor do necessarily want them to). Is there a simple way to do this in one fell swoop without exporting people company by company?Thank you,Seth
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
