All Collections
Customizing Copper
🎥 Record types: People, Companies, Opportunities and Leads
🎥 Contact types: customization and best practices
🎥 Pipelines and Opportunities: customization and best practices
🎥 Custom fields: customization & best practices
🎥 Activity Types: customization & best practices
🎥 Sources: customization and best practices
🎥 Loss Reasons: customization and best practices
Organize your Fields with Collapsible Sections
Create and edit Read-Only Fields
Create and edit Activity Types
Create, edit and manage Custom Fields
Creating Multi-Select Custom Fields
Customize your Records
Manage Field Settings
Turn a field into a Required Field
Understand and customize Loss Reasons Field
Create and edit the Sources Field
Create and edit Contact Types