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If you need help puzzling something out, this is the place for you.
A treasure-trove of Copper resources to help you make the most out of your CRM.
Is there a way to add a person to a company that doesn’t require re-entering the address and phone numbers, etc.?
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 sh...
Hi community,when I reply to an email in Copper the original mail does not appear (as it is in GMail).Example: customer sent mail with the question “can we have a short call at 3 pm?”I answered “Yes, of course. Zoom or Phone?”In my mail the customer cannot see to what question I’m answering..Is it a...
It’s really hard to figure out the best way to name opportunities and records within Copper so that you can easily relate them to emails in Gmail. Is there any way that you can toggle over the results when you start typing in the keywords to see the full title of an opportunity or other record? That...
We are excited to release some new features! 🥳 Contact Import & Sync (iOS & Android)You’ll now be able to import contacts from your iOS or Android device into Copper via our mobile apps. This makes it easier to get all your contacts into Copper!Simply open the mobile app and click the button...
Hey all, I have a load of People that maybe in the past we worked with but would like to move them back to a lead. Can I do this within Copper? I know one solution could be to export into excel and then clean it up and import and clean things up that way but I am afraid of that type of thing. Than...
Hey all,How do I turn off the browser notification for email tracking?Thanks
so i’m calling update on a Person. When i do so, I get a 200 OK back, but the return record still has None for company_name/company_id. I know these are correct, if i enter in the web front end it populates.Other fields I update work, just not this one. I cam trying both with and without the emails...
https://developer.copper.com/leads/overview.html has the API for leads.However… it does not allow merging two leads (e.g. duplicates)Looking at the network trace from the web UI, I can see we do a POST tohttps://app.copper.com/api/v1/companies/#####/leads_api/merge'where ###### is my company-id (e.g...
My office relies heavily on Google Calendar. All tasks entered into Copper automatically appear in Google, but only as a 5 minute event. Is there any way to include a start and end time in the task? Otherwise we have to edit the event in Google Calendar. This becomes rather time consuming.
I have a business owner that owns multiple companies. Can I attach him to them without creating duplicate records?
Are there any planned improvements coming to the project management side of things? I am testing out Asana, but it would be so much easier for our team to do have to use only one app. Thanks!
I’m interested in hearing about how others handle leads that communicate using multiple email addresses. Without the ability to add multiple email addresses to a lead record, how do you accurately keep track of interactions and calendar events?
I have searched and have not found a solution. I want the ability to search for nearby customers and sort by distance. I don't need a map just distances.
Is there a way to aggregate time worked into an opportunity via a Zapier Integration from Toggl Track?We use Toggl Track to track hours worked against specific clients and opportunities. There is a Zapier integration to bring those hours over based on the Toggl entry being created, but I’m not sure...
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