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Coming soon: Customer files at your fingertips 📂

6 days ago

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568 Topics
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Coming soon in Copper 📣

Customer files at your fingertips - a new way to store & organize your files 📂

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Stan ShawNew Participant

Integrations, Zapier & API

Data import from Insightly

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

13 hours ago

obekingNew Participant

Reports

Flighting Revenue To Reflect Accurate Pipeline Distribution

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

17 hours ago

MudManNew Participant

General questions

The Copper iPhone app, what's it good for?

Hi. I’m new to Copper following a long search for a CRM that fits our business.Having settled in with the desktop app I moved on to the iPhone app and I’m struggling to find much utility in it -- how does everyone use it? - what am I missing?For example, there is no Gmail mobile app add-on for Copper (unlike Pipedrive and others) so if a new potential customer emails me with an opportunity I’ve got to wait till I get back to the office before I can process it in Copper.How do you folks handle this? It’s a bit of a show stopper and I’d really appreciate some guidance. Considering Copper is supposed to be the premier Gmail-aligned I’m amazed and disappointed that it can’t talk to the Gmail iPhone app.

23 hours ago

Melanie from CopperCopper Employee

Coming soon: Customer files at your fingertips 📂

Drumroll 🥁 please! We’re excited to share that a new way to store and organize your files is coming your way 🥳We know that despite your team’s best efforts to stay organized, files seem to go missing right when we need them. We can waste a lot of time clicking into multiple Google Drive folders, search bars, Gmail conversations and message threads — or even asking colleagues for that elusive proposal or report. The file goose chase is enough to drive us mad 🦆This tangled mess of unfindable files can make your team appear disorganized and unprofessional to your clients. Plus, it costs you so much time that could be better spent doing actual work 😰 You can end the file goose chase Copper will soon make it easier than ever to surface your most important client documents where you need them. No more searching around for a file you might’ve sent months ago. Files and Google Docs emailed to customers in Copper will automatically sync to their Person record 💪From there you can search thr

8785

3 days ago

RhodesNew Participant

Ask a Question or Share an Idea

Conversion Rate Calculations

Our cold email introduces us to warm contacts. We add these contacts to Copper as “people.”We have not currently been putting them into the pipeline at that point because that could be 50+ people per week but we do need a metric on warm lead to meetings booked to close.Can you please provide best practices?

3 days ago

Michelle from CopperCopper Employee

⚙️ Workflow automation

Workflow automation: using custom fields to trigger Email Sequences [video]Video

Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information.

1365

4 days ago

MikeP_OutlookGardensNew Participant

General questions

Default lead status - NEW

I can filter on leads by create-date.I have leads that are set to status = NEW … and have been for many months.It seems NEW is not very meaningful. Is there a strong reason I am missing to have a status = NEW, versus defaulting all new creates to UNQUALIFIED?Is it possible to mask/hide a default status?Thanks in advance for any insights!

4 days ago

matt.dickinsonNew Participant

Workflow automation

Workflow Automation Recipe help for moving opportunities to a different pipeline stage based on a custom field date

Hello everyone!I need some help creating a workflow recipe for one of our pipelines. We have a pipeline that tracks all of our current customers that have purchased software. Each customer is required to renew their annual support every 12 months so this pipeline has the following stages:Current 6 months from Expiring 90 days from Expiring 30 days from Expiring ExpiredEach opportunity also has a custom date field called Paid Date. When a customer is 180 days past the Paid Date, the opportunity should be in the 6 months from Expiring Stage (and so on with the other stages).What I want to do is create a workflow that checks the Paid Date once a day and moves the opportunity to the correct stage based on how many days it’s been since the Paid Date. So that would mean:Any Opportunity in the Pipeline where the Paid Date is less than 179 days prior to the current date would be in the Current Stage of the Pipeline Any Opportunity in the Pipeline where the Paid Date is between 180 and 269 days

5 days ago

Antoine CôtéNew Participant

General questions

Projects - Customize columns headers

Why can’t we add columns in the project section that are related to custom fields? We can’t do the same thing than with the People, companies or opoprtunities. Please advise? Somehow, we can only select a few built-in columns. Thanks for your help

5 days ago

cae787Engaged User

General questions

Can you filter by zip code in People records?

I work in real estate and will need to be able to filter clients by the zip code they live in. For instance, I am working with a buyer who exclusively wants to buy a house in 90210. I have sold a bunch of houses there over the years and want to contact some past clients who may be tempted to sell. The easiest way to pull that list would be to filter by the zip code stored under address. Is that possible? If the address field is not filterable, the workaround I have planned is to create a custom text field for zip code that would exist in addition to the zip stored under the standard address field. Thoughts?

5 days ago

Platform Q&A

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General questions

250 topics
614 Replies

Workflow automation

50 topics
122 Replies

Integrations, Zapier & API

56 topics
138 Replies

Reports

59 topics
163 Replies

Marketing Tools

11 topics
23 Replies

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2 topics
3 Replies

News & Updates

Get the latest on our community & company!

News & Updates

3 topics
0 Replies

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

5 topics
13 Replies

Stan ShawNew Participant

Integrations, Zapier & API

Data import from Insightly

13 hours ago

obekingNew Participant

Reports

Flighting Revenue To Reflect Accurate Pipeline Distribution

17 hours ago

MudManNew Participant

General questions

The Copper iPhone app, what's it good for?

23 hours ago

RhodesNew Participant

Ask a Question or Share an Idea

Conversion Rate Calculations

3 days ago

MikeP_OutlookGardensNew Participant

General questions

Default lead status - NEW

4 days ago

donbowmanEngaged User

Reports

report sharing: users are not in list

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.

6 days ago

MarkNew Participant

Integrations, Zapier & API

API broken: Search Entities on Custom Text fields

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

12 days ago

curtbrianNew Participant

General questions

Problem importing opportunities

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

13 days ago

paulineNew Participant

Reports

Reports show "No data for your filter selection"

Hi Copper Community, I’ve recently started using Copper and building reports based on report templates. However, activity related reports (e.g. Activity by User, Activity Touchpoints by Company /Person & Opportunity) do not seem to work. They always show “No data for your filter selection” although I’ve plenty of activities on companies and persons. I’ve tried adjusting data range to “all time” but it does not help. Can anyone help? Thanks!

17 days ago

ElieshaEngaged User

General questions

Importing People to an Opportunity

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.

17 days ago

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