Check out our annual gift guide featuring 7 Copper small biz retailers
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I updated my google chrome browser and now the Copper extension is greyed out. I have removed and reinstalled the extension with no resolve. I noticed Copper was updated 11/29/22. My entire office is experiencing this issue. Please help.
Hello Copper community! We often get this question: can I add the number of days an opportunity has spent in a current stage to my Insight?The answer is yes, but there’s a little bit of setup work involved. Check out the video below for a tutorial.Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information. Broadly, the steps are:Create a field to store the # of days in stage, Create a workflow automation to populate the days in stage and refresh it daily, and Pull that field into the reporting system.Here is the formula I used in the workflow automation for days in stage:DAYS(date_stage_changed,CURRENTDATE())And here’s a list of all default variables and functions. Let me know in the comments if you have any questions!
Hi There, There is still no useful way to manage and remove duplicates in Copper. If I look at an instruction like this, I wonder if this is for real: https://support.copper.com/hc/en-us/articles/213584103-How-do-I-merge-or-delete-duplicates-in-bulk-There are tools like https://dedupe.ly/ and others which could be integrated. But the current solution is not really a solution.Is there any timeline when you plan to fix this? ThanksR
Hi,We are using Office 365 at the moment. Is there a way to use Office 365 SMTP server to send email? We like the CRM but I don’t seem to be able to find settings to change SMTP server.
Hi, I wrote an email in Copper to a lead and pushed send. Then I had to log in to Gmail, because I was automatically logged out (Gmail do that some times). Now the email has dissapeared from Copper, is not on the list of synced emails, and is not in sent emails from Gmail. Where can I find the email I wrote?
At this point is there any way to have Copper automatically sync with Microsoft Teams? We have several clients that do 90% of their communications through Teams chat and it is difficult for my team to manually capture those activities.
How do I stop lost opportunity email notifications
I got message, that extension needs to be updated. Somehow happened but Icon does not show up on Chrome and Gmail anymore. Deleted, reinstalled twice, restarted Mac (Ventura). Nothing. Posted in existing topic as well.
Hello Copper Community! We are starting to deploy a series of updates to the Copper Chrome Extension that will improve our email open tracking feature by eliminating false positives. These updates will require you to accept new Google permissions.In most cases, Chrome will automatically prompt you to accept these new permissions: However, if you do not see this prompt or do not accept the new permissions, the Chrome extension may stop working in Gmail and Google Calendar.To re-enable the Chrome extension, open up your Chrome extension settings by using the puzzle icon in the top right corner of Chrome:Click “Manage Extensions”You’ll see a box for Copper and a toggle to re-enable the Chrome extension:Click the toggle and then select “Re-enable”That’s it! The Chrome extension will continue working as before - except better, with improved email tracking! If you have any questions, feel free to post a comment below or contact our team using the in-app messenger icon.
Hello friends, the Holiday season is upon us and for the team at Copper we love diving into our holiday traditions including our annual small business gift guide. We’re all about shopping local (when possible) from brands that give back to the community 🤝, source sustainable products and materials 🌏 and keep our local economies running. Plus, by putting together this guide we’re continually inspired by each company’s story and the people behind the brands 💕So this Small Business Saturday, consider shopping small by supporting these 7 Copper retailers: TinyB Chocolate📍 Based out of San Francisco, California, USASpecialize in brigadeiros, “Brazil’s favorite treat”, a bite-sized chocolate delight, creamy and packed with flavor. Their highlight of 2022: Nailing their packaging design so it reflects their culture and mood as a brand. Malie📍 Based out of Kauai, HawaiiOffering the essence of Hawaii through skincare, body and home products for over 15 years. Their highlight of 2022: La
HI, I’m trying to create a report/insight into how long it is taking opportunites to move through the pipeline. I have created the automation to show the number of days in each stage- but I’m stuck on pulling a report on average time to close.
Hiya - Emails sent from a 3rd party email client (superhuman) are not syncing to Copper. I need to manually relate email to a lead from sent folder in gmail to fix. What am I doing wrong? Any suggestions? Thank you!
I have connected Gmail to Xero but cannot see a way of connecting Copper to Xero. What I would like to do is set it up so that invoices sent directly from Xero appear on the activity log of the person receiving the invoice. Is it possible to do this? Thanks!
Has anybody figured out a way to add tasks to projects via some sort of trigger? Our use case: different customers want to setup our product with different features enabled. Different feature-sets require different data gathering, setup and training tasks to complete. So, I would like to be able to tag a Project with the feature-set that’s going to be enabled and have it generate the relevant tasks for my team automatically based on that. Thanks!
Hi Team, I am an IT consultant engaged by Focus on the Family Australia, to look into a few IT related issues. An issue i would like to chat to you about is that our data, in terms of donar receipts is no longer being populated in Copper. Our finance package is quick books online. One user of the system suggested that the app Zapier was used to link the 2 systems together. Would you be able to look at our setup and tell me what the issue is? Thank you Steve
Some of the contacts owned by me have their title listed. Most of them don’t. I don’t see how I can add/change a title. Anyone know?
I was hoping there would be a workflow automation I could set up so that when I create a New Opportunity in a Pipeline, this would trigger an email to others on my team so that they are in the loop without having to log into Copper. Additionally, this would be helpful when an opportunity moves between different stages of the Pipeline. Thanks!
Email & calendar syncing: we've noticed that emails/calendar events seem to be inconsistently syncing to Copper. Some show up in Copper that we did not intend to sync. Want to get really clear on the sycning settings so that we can be precise in controlling for what should and should not show up in the database.Any suggestions?
Turn your Gmail inbox into your personal assistant. Add contacts, create follow ups and access context about your deals without having to switch to the app.
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