New month, new updates! As we get ready to welcome spring, we’re freshening things up with some powerful automation improvements, polished UI/UX updates, and a host of much-requested fixes. Let’s dive in!
Smarter email automations: We’re making automations more flexible and powerful than ever!
Business Plan customers can now create email automations with up to 7 steps – More touchpoints, better engagement, same easy setup.
Pause & resume email automations – You can now pause and resume sending directly from the automation list or the details panel (which is also accessible from your pipelines!) Learn more in the Help Center
Save automations as drafts – No more starting from scratch! You can now save email automations as drafts, tweak them as needed, and launch when you're ready.
Easily distinguish between drafts and live automations in the list and details panel.
Change everything in a draft—just add something before saving!
Project management enhancements: Managing tasks and pipeline records just got smoother:
UI/UX improvement to the Win/Done Status Modal – A cleaner, more intuitive experience when closing out deals and projects.
Default Task Creation set to "To Do" – No more guessing what status a new task should have; it now defaults to "To Do."
Delete/unrelate tasks in the Related Task Component – Users can now remove tasks directly within the related panel, based on feedback from our community.
Mobile app updates: iOS & Android just got a fresh coat of polish!
Smarter timestamps, refreshed comments, and smoother interactions when adding comments.
Better overall experience when collaborating on records from mobile.
A fix was applied to enhance security and prevent spoofing risks.
🐞: We’ve also tackled some high-priority bugs and security fixes to keep Copper running smoothly.
That’s a wrap for March! We’ve got even bigger updates brewing, so stay tuned for more enhancements next month. 👋