Beyond the basics | Copper Help Center

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Beyond the basics

Beyond the basics

Customizations and configurations

Create and edit Activity Types

Create, edit and manage Custom Fields

Creating Multi-Select Custom Fields

Organize your Fields with Collapsible Sections

Customize your Records

Manage Field Settings

Create and edit Read-Only Fields

Turn a field into a Required Field

Understand and customize Loss Reasons Field

Create and edit the Sources Field

Create and edit Contact Types

Managing your records

Convert a Person to a Lead

Updating the Primary Contact

Managing duplicates

Exporting a filtered list

Bulk edit Records

Adding and editing Tags

How emails and logged activities sync between records

Add a Copper ID to the People record

Merging/deleting duplicates in bulk

Filtering Records

Filtering vs. searching

Relating records

Working with Pipelines

Working with New Pipelines

Using Pipelines for Project Management

Create and edit Multiple Pipelines

Customize Opportunity fields by Pipeline

FAQs: Email Templates

Working with Opportunities

Email functionality in Copper

Send bulk emails

Using and Syncing Email Aliases

Email settings and Email Templates

Create, edit and apply Email Templates

Using Copper forms

Overview: Contact Form Widget

Creating a Contact capture form

Creating a Lead capture form

Installing the Copper Forms widget on your website

Marketing tools

App Connector: Facebook Custom Audiences

Marketing Tools: Lead Scoring

Marketing Tools: Website Visitor Tracking

Marketing Tools: Creating Segments

Marketing Tools: Creating and Sending Sequences

Marketing tools & sequences: frequently asked questions (FAQs)

Legacy Reports: Pipeline By Owner