If you’re moving to Copper from a former CRM or spreadsheet, you’ll want to start thinking about how your existing data can be applied within Copper’s records
Copper’s records layer on top of one another, allowing you to create dynamic connections between contacts and the initiatives you’re managing with those contacts
0:00: Introduction
0:30: Core Record Types: People, Companies and Opportunities
3:15: Qualification Record Types: Leads
5:10: Productivity Record Types: Projects and Tasks
Understanding Copper’s core record types:
People, Companies, and Pipelines are Copper’s core record types. These record types will store key information for your business relationships. Leads, Tasks and Projects help support these core Copper records.
People: contacts you currently work with, would like to work with, or have worked with in the past.
Companies: organizations you currently work with, would like to work with, or have worked with in the past.
Opportunities: A Pipeline represents a process with different stages. An Opportunity it an item that move along that Pipeline.
Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines.
Using Leads to streamline qualification:
Leads represent potential Opportunities. These are cold contacts that your team needs to qualify before they convert it into a Person or an Opportunity. Leads are optional, and should be enabled if your sales workflow includes a qualification step before an opportunity is created.
Leads: New relationships of any kind that need further qualifying. Intended to be converted into a Company/Person/Opportunity.
When a Lead is qualified, your team can convert them using the “Convert Lead” button located at the top of their record details.
Before completing the conversion, Copper will prompt the user to confirm their contact details, and optionally create an opportunity at the same time.
