Copper records use a consistent layout so you can review relationship details, track activity, and see related work from one place. Person, company, opportunity, and lead records are organized around details, activity, and related records.
Review the record details
Open a person record from People to review the core information for that relationship. The left panel includes details like name, title, owner, company, contact type, contact information, visibility, and any custom fields.
Use Owner to show who on your team is responsible for the relationship. Use Contact Type to group contacts, such as potential customers, current customers, partners, or other categories that fit your business.
Review contact details, activity, and related records from one record page.
Log activity and collaborate
The center panel shows the activity feed, including emails, logged activities, notes, and sent messages. Use Log Activity, Create Note, and Send Email to keep communication history in one place.
Notes are useful for internal context, such as call takeaways, follow-up timing, discount requests, or reminders. You can @mention a teammate in a note to notify them by email and keep the conversation tied to the record. Pin important activity to keep it visible at the top of the feed.
Create notes and @mention teammates to collaborate from the contact record.
Use company records for account context
Company records give you an account-level view of the relationship. The company activity feed rolls up updates from the people and opportunities associated with that organization.
Use the right panel to review related opportunities, people, tasks, calendar events, and files. You can also identify the primary contact for the company.
Use the company record to review activity across the organization.
Use Leads for unqualified contacts
If your plan includes Leads, enable Lead Management from Settings > Customization > Lead Management. Leads are best for inbound submissions, event lists, cold contacts, or early data that your team still needs to qualify.
Lead records are separate from People and Companies, which helps keep rough or unqualified data out of your main contact database. When a lead is qualified, convert it into Copper as a person and company, and optionally create an opportunity.
Convert a qualified lead into a person, company, and optional opportunity.
Best practices
Keep Owner and Contact Type up to date.
Add custom fields for details that matter to your business.
Log notes and activities instead of relying only on email sync.
@mention teammates when a record needs input or approval.
Use company records for organization-level context.
Use Leads only when contacts need to be qualified before entering your main database.