We’ve added the new List Views experience to Leads, including the new look and feel, in-line editing support, tags as a list column, and the ability to save different column sets on saved filtered lists that can be shared with other users for a unified experience. We also enabled Task Automation for Basic plan users, and improved accessibility to email templates and rich text formatting when sending emails from Copper.
Enhanced List Views for Leads
We've extended our New List View experience to Leads, in addition to People, Companies, Opportunities, and Tasks. This update brings a new look and feel, making it easier to navigate through and manage your lists in Leads. Key enhancements now accessible in Leads include in-line editing support, tags field as a default column, a new saved filter section for managing public and private filters, and support for multiple column configurations that can be shared to create a unified view. With these enhancements users can streamline using and managing records in List Views, enjoy faster editing, and ensure team alignment.
Task Automation for Basic plan users
Task Automation, previously available only in higher tiers, is now accessible to Basic plan customers. This feature allows users to easily create if-this-then-that rules to automate task creation, so they can to stay organized and proactive. For example, automatically generate a follow-up task after completing a demo and updating your opportunity stage to enhance deal progression. Users will save time and maintain consistency in your sales processes, ensuring no opportunity slips through the cracks.
Improved email template and rich text formatting visibility
The email templates feature is now permanently visible and fixed to the email composer so that users can more easily access their templates. Previously this feature was hidden within the composer which made it difficult for users to discover email templates. Similarly, rich text formatting for emails has been made permanently visible on the email composer to increase user accessibility. Both of these updates simplify user email workflows, making template access and rich formatting options more intuitive and less time-consuming.
Upgraded mobile experience for Android users
The Copper Android mobile app now includes features to match the web app’s capabilities. Users can now add attachments from from Google Drive and Dropbox when composing and sending emails directly from the mobile app. Copper email templates containing attachments can also be used and sent from the mobile app. Lastly, we’ve improved the mobile task due date editing experience to be more consistent with the web application. Previously, on the mobile app, task due dates defaulted in with the current date on creation and when tasks were edited, and there was no way to clear due dates on tasks.