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tubikNew Participant

Workflow automation

Can a Task field copy info from an Opportunity filed?

Is there a way to set up the newly created Task to inherit the value one of the custom fields from the Opportunity it is related to? The filed settings includes both Opportunities and Tasks.A more specific question that I had while trying to solve this: is there a way to set up a formula on workflow automation to update this Task field with its value on the Opportunity?

jtagliaferroNew Participant

Integrations, Zapier & API

Slack Settings for leads

I would like to set it up so that our slack only notified when a new lead is created and not every time it’s updated or converted. We want to make sure we are quickly following up on new leads from the website, but the slack channel gets busy and leads get lost when it sends a notification that lead as updated, assigned, ect. Is there a way to do this?

Melanie from CopperCustomer Marketing Manager

💖 Customer corner

[Poll] Using Copper on the go?Poll

Hey Community 👋From your home office to client meetings and back to HQ, you have the power to keep your Copper relationship data in sync every step of the way. We want to hear from you 👂Are you using the Copper mobile app for iOS and Android when away from your desk? Tell us by answering the poll below 👇If you are, share how you use Copper from anywhere in the comments section. Have an interesting place where you use Copper on the go? We’d love to hear about it, whether it’s between client visits or showings, from the field or even from the couch! If you’re not using it, we’d love to get your thoughts on how we can best spread the word. More videos about the mobile app? More written guides? Perhaps we should run a live demo sometime? Leave a comment below for our content and community team!

patrycjadEngaged User

Report showing stages out of order

Hi, could someone advise how I can re-organise the order in which stages are showing on my report? It’s showing it out of order. I have seen a previous discussion similar to my inquiry, and I have already changed the ‘View by’ to display Opp Stage as ‘Opp stage rank’ but that just assigns numbers to the stages in the order in which they appear on the report- not in the actual stage. Screenshot below for reference- the order in the actual pipeline is ‘Inquiry, Qualification, Scheduling, Scheduled, Follow-up, Proposal/Quote, Contract’. Please can someone advise on how I can solve this? Thank you!

David1224New Participant

Integrations, Zapier & API

API - Related entity type limit & offset needed

We are using the following API ‘developer_api/v1/{{entity}}/{{entity_id}}/related/{{related_entity_name}}’, but it always returns all data. Is there a possibility to add a limit&offset param so we get subset of data instead ?

arj244New Participant

General questions

Permissions for seeing client emails

Hi All,One of my employees are reporting that they don’t have access to see the emails between clients. I’ve never had this occur. The visibility for this client is set to everyone. Any thoughts on how to fix this?

stablewood-sbNew Participant

General questions

Add User Only for Billing Support

Is it possible to add a user that will only manage billing? For larger organizations, it’s frustrating if only the Account Owner can view/manage billing.

StephanieEngaged User

Opp Win rate calculation

Hi, I would like to understand how the Opp Win rate % and Opp Value Win rate % are calculated. Thank you.

ashahNew Participant

Ask a Question or Share an Idea

Is it possible to create a default "Note" using markdown?

I’d love to use markdown for taking meeting notes with rich text - but I think there would be a high user burden to remember the markdown usage. I’m wondering if it’s possible to save a default “Note” with the markdown so that every time a new note is created in a record, a guide for the markdown is easily accessible.

nmartinelli04New Participant

General questions

Questions Regarding Email Syncing

Hello, I am reaching out regarding email visibility. My understanding, is that the only way to make ALL emails private as an admin is to go into settings - personal preference - email settings & templates - and click “no (always private by default).” Or, you can hover your mouse over the 3 dots and individually make an email private. Additional questions I have regarding email syncing are, what if we delete the email domain? Does that stop auto-sync? Or do we need to delete the carrier contact in order for it to auto sync? I appreciate your help & feedback! Thank you. Nick

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225 Replies

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Marketing Tools

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Community Feedback

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CRM Best Practices

Ever wonder "How to CRM?" This is the place for you. Learn how to use Copper to your advantage.

Ask a Question or Share an Idea

Ask a Question or Share an Idea

30 topics
70 Replies

tubikNew Participant

Workflow automation

Can a Task field copy info from an Opportunity filed?

Is there a way to set up the newly created Task to inherit the value one of the custom fields from the Opportunity it is related to? The filed settings includes both Opportunities and Tasks.A more specific question that I had while trying to solve this: is there a way to set up a formula on workflow automation to update this Task field with its value on the Opportunity?

jtagliaferroNew Participant

Integrations, Zapier & API

Slack Settings for leads

I would like to set it up so that our slack only notified when a new lead is created and not every time it’s updated or converted. We want to make sure we are quickly following up on new leads from the website, but the slack channel gets busy and leads get lost when it sends a notification that lead as updated, assigned, ect. Is there a way to do this?

patrycjadEngaged User

Report showing stages out of order

Hi, could someone advise how I can re-organise the order in which stages are showing on my report? It’s showing it out of order. I have seen a previous discussion similar to my inquiry, and I have already changed the ‘View by’ to display Opp Stage as ‘Opp stage rank’ but that just assigns numbers to the stages in the order in which they appear on the report- not in the actual stage. Screenshot below for reference- the order in the actual pipeline is ‘Inquiry, Qualification, Scheduling, Scheduled, Follow-up, Proposal/Quote, Contract’. Please can someone advise on how I can solve this? Thank you!

David1224New Participant

Integrations, Zapier & API

API - Related entity type limit & offset needed

We are using the following API ‘developer_api/v1/{{entity}}/{{entity_id}}/related/{{related_entity_name}}’, but it always returns all data. Is there a possibility to add a limit&offset param so we get subset of data instead ?

arj244New Participant

General questions

Permissions for seeing client emails

Hi All,One of my employees are reporting that they don’t have access to see the emails between clients. I’ve never had this occur. The visibility for this client is set to everyone. Any thoughts on how to fix this?

stablewood-sbNew Participant

General questions

Add User Only for Billing Support

Is it possible to add a user that will only manage billing? For larger organizations, it’s frustrating if only the Account Owner can view/manage billing.

StephanieEngaged User

Opp Win rate calculation

Hi, I would like to understand how the Opp Win rate % and Opp Value Win rate % are calculated. Thank you.

ashahNew Participant

Ask a Question or Share an Idea

Is it possible to create a default "Note" using markdown?

I’d love to use markdown for taking meeting notes with rich text - but I think there would be a high user burden to remember the markdown usage. I’m wondering if it’s possible to save a default “Note” with the markdown so that every time a new note is created in a record, a guide for the markdown is easily accessible.

kramersNew Participant

Accessing reports

I am on the free 14 day trial but cannot access the Reports section of the platform. When I click “Request Access” I get “Something went wrong” error. How can I get into the Reports area to see what the reporting functionality consists of? Thanks.

andrewbermudezEngaged User

General questions

How to filter contacts who performed an activity today?

Hi Copper Team, I want to filter contacts that had a logged activity with a certain date. For example, we have sent these contacts a MailChimp campaign and Outfunnel automatically logs an activity under their Copper record when they click a link in the campaign. I want to filter all contacts who clicked the link in the campaign with today’s date, so we can call them. ‘’how do I do this?

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