Think of Copper’s Feed as your CRM’s version of a social media feed—except instead of cat memes and vacation pics, it’s packed with productive updates that actually keep your business running smoothly. It’s the first thing you see when you log in, giving you a clear, scrollable snapshot of what needs your attention. No more digging through endless lists or clicking through a maze of records—everything you need is right there, neatly organized and easy to find.
With filtering options and customizable views your Feed makes sure you’re always in the loop. Whether you're tracking hot deals, staying in sync with your team, or making sure no email goes MIA, it surfaces the most important info so you can focus on what really matters. This guide will show you how to make the most of Copper’s Feed—so you can stay informed, aligned and in the know.
How should your role utilize Copper’s Feed?
Each role within your company will use the Feed differently, and we've laid out the best ways to take advantage of it based on your specific needs. Whether you’re a sales rep, project manager, customer support agent, or team leader, the Feed helps you stay on top of what matters most to you and your team.
Sales Reps: Get in the game by tracking every interaction with your opportunities—emails, calls, meetings, notes, you name it. You’ll get the full picture of how your deals are moving along, and spot new growth opportunities or roadblocks in a flash.
Project Managers: Stay on top of everything with real-time updates and all the comms you need for your projects. Keep things running smoothly and your team on the same page with seamless collaboration, all in one place.
Customer Support: Stay ahead of the curve with upcoming tasks in the “Keep Things Moving” area and customer communications. Never miss a customer request, and make sure everyone gets the VIP treatment they deserve.
Team Leaders and Managers: Stay on top of your team's game, ensuring nothing gets lost in the shuffle. Monitor activities, track progress, and make sure follow-ups happen when they need to so your team's performance stays on point.
Following and all tabs
The Following tab filters updates to show only the records you follow, reducing distractions and keeping your focus on key accounts and activities. Learn more about Following here.
The All tab provides complete visibility into all activities happening across the company.
Start your day by checking the Following tab for relevant, focused updates.
Use the All tab when you need a broad view of all activities across your company.
Combine this view with filtering options to track emails, meetings, and other activities tied to high-priority clients and projects.
Use case:
Sales Reps: Keep an eye on critical deals by filtering updates to only the most relevant client interactions.
Filtering for precision
Filters allow you to customize the Feed to focus on the activity types and teammates that matter most. You can also save and share filters for quick access. Learn more about Filtering here.
Use filters to focus on specific activity types, such as emails, calls, or meetings.
Filter by teammate to quickly check in on a specific team member's activity.
Save frequently used filters for quick retrieval and share them with your team to align focus.
Use case:
Managers: Use filters to track specific team members' interactions and assess progress across deals and projects.
Preview drawer
The Preview Drawer allows you to quickly review client records, project statuses, and meeting notes directly from the Feed without switching pages.
Use the Preview Drawer to review and update records efficiently.
Log client interactions and move deals or projects forward without leaving the Feed.
Avoid manual searches by accessing key details in one place.
Use case:
Project Managers: Access project details and recent communications to ensure team alignment and task completion.
Managing emails
The Feed allows you to view and reply to emails directly, reducing the need to flip between records.
Respond to emails from the Feed to centralize communication.
Use filters to focus only on email updates when needed.
Use case:
Customer support: Reply to customer emails quickly and efficiently without leaving the Feed.
Manage email visibility for team collaboration
Updated email visibility settings provide control over who can view and access specific emails. Read more email visibility info here.
Regularly review visibility settings to ensure the right team members have access to necessary communications.
Adjust settings as needed to avoid unnecessary notifications.
Use case:
Managers: Ensure sensitive information is only visible to the appropriate team members while fostering collaboration.
Suggested contacts
Copper identifies recent contacts you've emailed that you may want to add. You can add them easily with one click.
Invite teammates
Similar to Suggested Contacts, this feature recommends teammates you should invite to collaborate within Copper.
Invite key teammates to improve collaboration and ensure everyone is aligned.
Use case:
Project Managers: Easily bring the right stakeholders into project conversations to maintain workflow efficiency.
Track Pipeline progress
Avoid switching tabs and searching for details by using the Preview Drawer. All the info you need—status updates, feedback and next steps are right there.
Here you can view and add updates and log feedback all without leaving the page.
Review Pipeline updates at the end of each day to ensure all tasks are on track.
Update deal records and set follow-up actions directly from the Feed.
Use case:
Sales reps: Monitor deal stages and take action on opportunities to close more business.
Keep Things Moving
This section provides recommendations to complete upcoming tasks, follow up on emails, and prepare for meetings.
Check the Keep Things Moving section to stay on top of due tasks and follow-ups.
Use this as a proactive tool to keep deals and client relationships progressing smoothly.
Use case:
Customer Support: Stay on top of support requests by following suggested actions to resolve customer issues promptly.
Activity report
The Activity Report helps you track team performance and engagement levels across your organization.
Regularly review the Activity Report to monitor team productivity and customer engagement.
Use the insights to adjust team strategies and ensure alignment with company goals.
Use case:
Leaders & managers: Evaluate team performance and identify areas for improvement with real-time activity tracking.
Plan your tomorrow
Use the Feed at the end of your day to confirm completed tasks and prepare for the next workday.
Use the Following tab to verify pending actions.
Ensure all updates, meetings, and tasks are accounted for before logging off.
Use case:
Managers: Ensure all team activities are up to date and that no critical tasks are left unattended before closing out the day.
Copper’s updated Feed makes it easier to stay on top of things by bringing key updates, emails, and records all into one place. Using these best practices will help keep your workflow smooth and your customer management on point. Log in to Copper to check it out!