You can download the app from the Chrome Web Store here.
Frequently Asked Questions (FAQ's)
My Chrome extension doesn’t show up anymore. How do I get it back?
First, check that the Chrome extension is enabled for your browser.
In Chrome, click the puzzle piece in the top right corner and select Manage Extensions.
Find the box for Copper CRM and check that it is toggled on. If not, toggle switch it on. It may ask for you to approve access permissions - accept those permissions to enable the Chrome extension.
If the extension is enabled and it still doesn’t show up, try removing it and re-installing it.
If the problem persists, contact our support team using the in-app chat.
How do I delete an email from Copper?
Go to the contact’s activity section > click on the email > scroll down to the bottom of the email and select “Delete Email.”
How do I delete all emails from related to a Copper user?
At this moment you are not able to mass delete emails. This is something our team is currently working on and should be available in Q1.
What happens to emails if the Copper [people] record associated to those emails is deleted?
If a person record is deleted from Copper, any emails sync'd via that record's email address will be deleted from Copper
What does Copper do with emails between 2 Copper users in Gmail?
Internal emails or emails between two Copper users will not be synced into Copper.
What happens when you create a contact that has the same email domain as the account owner?
If you were to create a contact that has the same email domain as the account owner, for example: @napcan.org.au. That contact record will be created, however any emails will not sync as we will view them as an internal email
What if I only want specific emails to sync to an Opportunity, not all the back and forth correspondences?
To turn this off, you must unrelate the contact from the opportunity or replace the email address with a blank placeholder. To only correspond with emails relating to that opportunity, go into Gmail and open the specific email. Select ‘Relate To’ on the upper right side of the email thread, type in and select the opportunity you want the email to relate to.
What if I don’t want emails syncing automatically?
Go to Settings > Account Settings > Company & Invite New Users > and click on the three dots [...] beside one of your users to reveal the "Edit user" button. Un-check the box for "Allow Google sync" to turn off Google Sync (Calendar, Contacts, Docs, etc.) completely.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.