Setup & Customize
Using the Copper Feed
🎥 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
How to auto-log Google Meet transcripts in Copper
[BETA] Add the Copper GPT to your ChatGPT account
Filter on recurring date fields
Create and edit Contact Types
Create and edit the Sources Field
Understand and customize Loss Reasons Field
Turn a field into a Required Field
Manage Field Settings
Customize your Records
Creating Multi-Select Custom Fields
Create, edit and manage Custom Fields
Create and edit Activity Types
Create and edit Read-Only Fields
Organize your Fields with Collapsible Sections
Setting up Connect Fields (Lookup Fields)
Understanding and Using the Activity Log
All Copper Notifications