Use Copper during one-on-ones and sales team meetings to review open opportunities, confirm forecasts, and keep deal communication in one place.
Use saved views in team meetings
Managers can use teammate-specific saved views, such as Teammate's Open Opportunities, as the agenda for one-on-ones or pipeline reviews.
Open the saved view and walk through the opportunities with the rep. Review any updates, including value changes, stage movement, close dates, and late-stage proposals that need follow-up.
Review your forecast
If your plan includes Pipeline Reports, open Pipeline Reports and select Forecast. This report shows projected pipeline value based on opportunity close dates.
Use the filters to choose the pipeline, saved view, and close date range. For example, select This Month to see the total value and number of opportunities expected to close in the current month.
Check performance by owner
Use Sales by Owner to compare won revenue, open pipeline, and win rate by teammate. This helps managers understand where pipeline is building and where coaching may be needed.
For example, a lower win rate may mean a rep is adding a lot of opportunities that are not closing, while a higher win rate may indicate stronger qualification.
Collaborate from the opportunity record
Use the opportunity Activity tab to keep questions and updates tied to the deal. Add a note and @mention a teammate to notify them by email.
You can also assign tasks to teammates or copy the opportunity link when discussing the deal in email, Slack, or another tool.
Best practices
Use saved pipeline views as your meeting agenda.
Confirm stage, value, close date, and next steps during each review.
Review Forecast and Sales by Owner reports on a regular cadence.
Keep questions and updates in the opportunity activity feed.
Use @mentions, tasks, and copied links to keep teammates aligned.