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Entreprenista scales their Partnerships Pipeline with Copper. Read more here!
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A treasure-trove of Copper resources to help you make the most out of your CRM.
Hello,I’ve tried to create a report that show who the person was that was attached to an activity. I can’t find how to turn off the filter that says “include 0). I don’t want to see the entire list of people, just the ones who have an activity attached. Seems like it should be easy, but I’m not seeing it. Thank you!
Hi, Anyone know if I can mass update data using the bulk upload e.g. adding an extra tag to recorders using email as the unique identifier? Thanks Tim : )
Hi, When running a new Google Sheets Add-on Import, custom calculations in custom fields deleted. Is there anyway to avoid this? ThanksTim
Introducing Entreprenista ✨, a media organization that delivers female-focused entrepreneurship resources, support and community. Relationships are at the core of their content and brand, and their partnerships team uses Copper to track and manage these critical connections. Within Copper, Entreprenista uses: A custom Partnerships Pipeline that brings potential partners through stages from initial contact and intro call all the way to becoming an official Entreprenista partner Copper’s Gmail integration to automatically log emails between teammates and contacts Activity logs for tracking additional calls and notes, helping enrich the communication history for each contact A set of saved filters for quick and easy segmentation CRM wasn’t always so easy for Caitlin Stower, Entreprenista's Director of Partnerships. She’s used both Copper and another major CRM software in the past, and talks about why Copper is her CRM system of choice: It’s way more user-friendly It’s simple to s
We have migrated to Salesforce and now want to reduce the number of Copper seats to just one. The reason for keeping one seat is to have access to any information that may not have been migrated properly. However, I am unable to find a way to do this within the app, and it has been challenging to locate an official Copper support channel (chat is no longer an option). Any assistance would be greatly appreciated.
Can I use my custom fields in my bulk emails?I am pretty sure that I confirmed that this was possible during my onboarding, but now I am no longer seeing the option to pick my custom fields from the “merge fields” menu. What might I be doing wrong?
We are unable to see ‘live chat’ available so are messaging you here. Please can you reduce our account down to 1x user moving forward?
It’d be helpful to be able to export lists/data into Google Sheets instead of just CSVs/Excel files.
I’ve created a new pipeline and I want to add some of our existing contacts (companies) into the pipeline. They are already a contact of ours for other pieces of work and we have this new pipeline to target a new piece of software to them. I can’t work out how to do this.If I am in the pipeline and click on the Add New button, it gives me two options of Add an Opportunity or Import an Opportunity, If I click add an opportunity it brings up a blank worksheet to fill in rather than pulling through existing company details when I start typing the name.Is this possible?
I am looking to archive a contact so that she does not receive a bulk email send by accident. I want to leave all of her information intact, but I don’t see how to do that without her being grouped into an email send by accident. For now, I removed her email from the email field and made a note of it in the “create note” field so that I would not lose that information. I don’t want to delete her either, because I would lose all past communications. I just want to archive her so that she does not receive any more communication from us. Any ideas on how to make this happen? Creating a customer filter really doesn’t do the job since everyone has an email, I can’t filter her out and leave her email in place at the same time.
Hi Copper Team, I’d like to run a report where I can see the Discovery Calls that happened in a specific date range, and which of those deals closed. We have an Activity Type called, “Discovery Call”. I want to tell Copper, “show me all the discovery calls that happened in the month of February, and show me which of those deals have closed as of today”.How do I do that?
While on the “Tasks” tab, I drill down into opportunities to complete the task. When I click back on the “Tasks” tab to complete the next task, 3-4 task unrelated to the task I just completed show a checkmark in the “completed” box. I’ve done this 4 or 5 times now with the same consistent result. If I hasn’t returned to the “tasks” tab, I’m afraid these may slip through the cracks. I was able to uncheck them so they are showing undone, but I can’t rely on that being the process.
I would like to be able to set trigger conditions based on custom fields for the “check once a day” triggers, as they are accessible for the remaining triggers such as “When an opportunity is created”
Schedule a mass mailing of emailsIs it possible to schedule a mass mailing from copper? I don't see the option
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