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Default Fields for all Records

Default Fields for all Records

Success at Copper avatar
Written by Success at Copper
Updated over a week ago

The tables below provide a definition of each default field for a Copper record. To learn how to build custom fields, click here.

Lead Default Fields

Field

Description

Filterable?

Searchable?

Lead Name

The first and last name of the lead

No

Yes

Company

The company the lead works for. This is different from a 'Company' record.

No

Yes

Owner

The user who should work to qualify this lead

Yes

Yes

Title

The job title of the lead

No

Yes

Value

The potential revenue this lead could generate for your business

Yes

No

Email

The email address this lead uses professionally

No

Yes

Phone

The phone number this lead uses professionally

No

Yes

LinkedIn

The URL to the lead's LinkedIn profile

No

No

Work Website

The URL to the lead's professional website

No

Yes

Status

What stage of your lead qualification process is this record in?

New, Open, Unqualified, Junk

You define what the above statuses mean in your workflow. You can also add custom statuses under 'Settings' > 'Lead Management'.

Yes

No

Source

How did you learn about this lead?
No Source, Advertising, Cold Call, Email

Yes

No

Address

The mailing or business address associated with this lead.

Yes ('City,' 'State' and 'Zip' fields can be filtered for the absence of a value).

No

Description

Any additional notes you'd like to store about this lead.

No

No

Visibility

Who can see this lead?

Everyone, Teams, Individuals, Only Me, Record Owner Only

To learn more about visibility permissions on records, click here.

No

No

Tags

You can add a tag to this record and later pull all records with the same tag into a report.

Yes

Yes

People Default Fields

Field

Description

Person Name

The name of the person you're doing business with. This expands to allow you to enter first, last, etc. separately. This splitting of the name gives you greater functionality with integrations and our API.

Company

The 'Company' record this person record is associated with.

Title

The job title of the person

Contact Type

What is the relationship between this person and your business?

Potential Customer, Current Customer, Other

You can customize your contact types under 'Settings' > 'Contact Types.'

Owner

The user who is working directly with this person to close the business deal associated with the person

Work Email

The email address this person uses professionally

Work Phone

The phone number this person uses professionally

Work Website

The URL to the person's professional website

LinkedIn

The URL to the person's LinkedIn profile

Address

The mailing or business address associated with this person

Visibility

Who can see this person?
Everyone, Teams, Individuals, Only Me, Record Owner Only
To learn more about visibility permissions on people, click here.

Description

Any additional notes you'd like to store about this lead.

Tags

You can add a tag to this record and later pull all records with this tag into a report.

Company Default Fields

Field

Description

Company Name

The name of the company

Work Phone

The company's phone number

Owner

The user who is working directly with this company to close the business deal associated with the company

Work Website

The company's website

Contact Type

What is the relationship between this company and your business?
Potential Customer, Current Customer, Other
You can customize your contact types under 'Settings' > 'Contact Types'.

Email Domain

Everything that comes after the '@' symbol in the company's email addresses. i.e. @dundermifflin.com

LinkedIn

The company's LinkedIn page

Address

The mailing or business address associated with this company

Description

Any additional notes you'd like to store about this company

Visibility

Who can see this company record?Everyone, Teams, Individuals, Only Me, Record Owner Only
To learn more about visibility permissions on records, click here.

Tags

You can add a tag to this record and later pull all records with that tag into a report.

Opportunity Default Fields

Field

Description

Opportunity Name

This is typically used as an action statement. What sale or deal do you hope to close? i.e. "Sell 100 pencils."

Pipeline

If you just have one pipeline, leave the field as is. If you have more than one pipeline, you'll select the pipeline you intend to move this opportunity through. You can switch this later if the opportunity should switch pipelines as part of your business cycle.

Primary Contact

Search for the person record you'd like to relate this opportunity to. For tips on updating Primary Contact, click here.

Close Date

An estimate of when the deal might close. You can adjust this to the current date when the opportunity is won.

Company

Search for the company record you'd like this opportunity to relate to.

Status

What is currently happening with this opportunity?
Won, Abandoned, Lost, Open

Owner

The user who should be working on this opportunity and moving it through the pipeline

Stage

Which pipeline stage is this record currently in?
Qualified, Follow-up, Presentation, Contract Sent, Negotiation

Source

How did you find this opportunity?
No Source, Advertising, Cold Call, Email

Value

The potential revenue this opportunity could generate for your business

Priority

What is the urgency or importance of this opportunity to your business?
None, Low, Normal, High

Win Percentage

What is the percentage chance of winning (or closing) this deal at this stage of the pipeline? When you create an opportunity, the 'Win %' field will auto-populate the percentage associated with the pipeline stage you've chosen. It's a best practice to rely on the 'Win %' associated with the pipeline stage, as this will always override manual 'Win %' when you change pipelines. If you have a unique scenario where the 'Win %' of a pipeline stage is not accurate for the opportunity, you can override for that stage by adjusting 'Win %' on the opportunity record.

Visibility

Who can see this opportunity?
Everyone, Teams, Individuals, Only Me, Record Owner Only
To learn more about visibility permissions on records, click here

Description

Any additional notes you'd like to store about this lead

Tags

You can add a tag to this record and later pull all records with this tag into a report.

Project Default Fields

Field

Description

Project Name

The name of the project

Related To

The record(s) associated to this project

Owner

The user who manages this project

Status

Where does the project currently stand? Options are: Open, Completed

Visibility

Who can see this project record
Everyone, Teams, Individuals, Only Me. Record Owner Only
To learn more about visibility permissions on records, click here.

Description

Any additional notes you'd like to store about this project

Tags

You can add a tag to this record and later pull all records with that tag into a report.

Task Default Fields

Field

Description

Task Name

The name of the task

Activity Type

What is the nature of this task? Default options include: To Do, Phone Call, Meeting
You can customize your Activity Types and use them for meaningful insight.

Related To

The other records associated with this task

Due Date

When should the task be completed?

Owner

The user who will carry out this task

Reminder

The time and date of a reminder notification sent before the task due date

Priority

The importance of this task compared to the rest of the workflow.
Options include: None, High
You can define what these mean in your workflow.

Description

Any additional notes you'd like to store about this task

Visibility

Who can see this task? Everyone, Teams, Individuals, Only Me, Record Owner Only. To learn more about visibility permissions on records, click here.

Tags

You can add a tag to this record and later pull all records with that tag into a report.

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